C.F.R. » Title 12 » CHAPTER I—COMPTROLLER OF THE CURRENCY, DEPARTMENT OF THE TREASURY › PART 150—FIDUCIARY POWERS OF FEDERAL SAVINGS ASSOCIATIONS › Subpart B—Exercising Fiduciary Powers

12 C.F.R. § 150.210

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

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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.