Mo. Sup. Ct. Op. R 4.58

As amended through November 19, 2024

Rule 4.58 - Investment Records

An investment record shall be established and maintained for each investment account. The investment record shall include:

1) Name and address of financial institution at which investment was made;

2) Account name and number;

3) Date account was opened;

4) Case number (if investment applies to one case);

5) Type of investment, interest rate, and maturity date;

6) Dates and amounts of deposits and withdrawals of principal;

7) Dates and amounts of interest earned and withdrawn;

8) Principal balance, interest balance, and total account balance; and

9) Date account closed.

Mo. Sup. Ct. Op. R 4.58

Approved for publication Aug. 21, 1995. Amended December 23, 2003, effective 1/1/2004.