Code of Federal Regulations · Section

§ 150.210 — Must I Conduct Another Review Of An Account After I Accept It?

12 C.F.R. § 150.210

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After you accept a fiduciary account for which you have investment discretion, you must conduct a prompt review of all assets of the account to evaluate whether they are appropriate, individually and collectively, for the account.

12 C.F.R. § 150.200 12 C.F.R. § 150.220

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