12 CFR 150.210
§ 150.210 Must I conduct another review of an account after I accept it?
United States · 12 CFR — Banks and Banking · Status: effective
Cite this
- Citation
- 12 CFR 150.210, § 150.210 Must I conduct another review of an account after I accept it?, United States, version 1 as recorded 2026-07-09, yourstate.us, https://yourstate.us/provision/43724
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Full text
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.
Legislative history
This is a federal regulation, adopted through agency rulemaking under the Administrative Procedure Act — not enacted by a recorded vote of Congress.