Series 24: 3.2.5. Fiduciary Accounts

Taken from our Series 24 Online Guide

3.2.5. Fiduciary Accounts

Fiduciary accounts are accounts where a third party manages the account for a client. The third party is called the fiduciary. A fiduciary may be an investment adviser, bankruptcy trustee, executor of an estate account or trust account, or guardian of a minor account. Fiduciaries have a duty to put account holders’ interests before their own. They come in several types.

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