§ 150.220. Are any other account reviews required?
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/us/cfr/t12/s§ 150.220·A research copy — for the controlling text, always check the official state or federal source. Not legal advice.
At least once every calendar year, you must conduct a review of all assets of each fiduciary account for which you have investment discretion. In this review, you must evaluate whether the assets are appropriate, individually and collectively, for the account.