17 CFR 210.12-27 – Qualified assets on deposit. 1
Current as of: 2024 | Check for updates
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Column A—Name of depositary 2 | Column B—Cash | Column C—Investments in securities | Column D—First mortgages and other first liens on real estate | Column E—Other | Column F—Total 3 |
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1 All money columns shall be totaled.
2 Classify names of individual depositaries under group headings, such as banks and states.
Terms Used In 17 CFR 210.12-27
- Assets: (1) The property comprising the estate of a deceased person, or (2) the property in a trust account.
3 Total of column F shall agree with note required by § 210.6-06(4) as to total amount of qualified Assets on Deposit.