12 C.F.R. § 550.210 Must I conduct another review of an account after I accept it?
Title 12 - Banks and Banking
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.
Title 12: Banks and Banking
PART 550—FIDUCIARY POWERS OF SAVINGS ASSOCIATIONS
Subpart B—Exercising Fiduciary Powers
Review of a Fiduciary Account
§ 550.210 Must I conduct another review of an account after I accept it?

