Cal. Code Regs. tit. 10 § 10.3165

Current through Register 2024 Notice Reg. No. 52, December 27, 2024
Section 10.3165 - Information Regarding Proposed Operations-Trust Business
(a) Describe the proposed policies and procedures of the subject institution relating to:
(1) Acceptance of fiduciary accounts.
(2) Initial and periodic review of fiduciary accounts.
(b) Describe any provisions for successor trustees which are proposed to be included in fiduciary accounts to be accepted by the subject institution.

Cal. Code Regs. Tit. 10, § 10.3165

1. Amendment of section and new NOTE filed 4-7-97; operative 4-7-97 pursuant to Government Code section 11343.4(d) (Register 97, No. 15).

Note: Authority cited: Section 215, Financial Code. Reference: Section 360, Financial Code.

1. Amendment of section and new Note filed 4-7-97; operative 4-7-97 pursuant to Government Code section 11343.4(d) (Register 97, No. 15).