12 C.F.R. § 550.220 Are any other account reviews required?
Title 12 - Banks and Banking
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.
Title 12: Banks and Banking
PART 550—FIDUCIARY POWERS OF SAVINGS ASSOCIATIONS
Subpart B—Exercising Fiduciary Powers
Review of a Fiduciary Account
§ 550.220 Are any other account reviews required?
