Must I conduct another review of an account after I accept it?

1. Law
2. CFR 12
3. Banks and Banking
4. Comptroller of the Currency, Department of the Treasury
5. Fiduciary Powers of Federal Savings Associations
6. Exercising Fiduciary Powers
7. Review of a Fiduciary Account
8. Must I conduct another review of an account after I accept it?

§ 150.210 Must I conduct another review of an account after I accept it?

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.

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