§ 150.210. Must I conduct another review of an account after I accept it?
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/us/cfr/t12/s§ 150.210·A research copy — for the controlling text, always check the official state or federal source. Not legal advice.
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.