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Title 12

Displaying title 12, up to date as of 9/03/2026. Title 12 was last amended 9/01/2026.
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§ 150.220 Are any other account reviews required?

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.