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

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§ 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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§ 150.210 - 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?