{"data":{"id":"us/12-cfr-150.220","jurisdiction":"us","citation":"12 CFR 150.220","heading":"Are any other account reviews required?","body":"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.","path":["Title 12—Banks and Banking","CHAPTER I—COMPTROLLER OF THE CURRENCY, DEPARTMENT OF THE TREASURY","PART 150—FIDUCIARY POWERS OF FEDERAL SAVINGS ASSOCIATIONS","Subpart B—Exercising Fiduciary Powers"],"source_url":"https://www.ecfr.gov/api/versioner/v1/full/2026-08-25/title-12.xml","current_through":"2026-08-25","vintage":"","retrieved_at":"2026-08-27T02:24:16Z","sha256":"645685a07de13ca9e6102113a3d5592de70d06670e9a66e29a53fc34a01b423f","source_id":"us-cfr","stale":true,"prev":"us/12-cfr-150.210","next":"us/12-cfr-150.230"},"notice":"GroundRules: Original legal text. Not legal advice."}