California Business and Professions Code 6560 – A licensee shall keep complete and accurate client records, and shall …
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A licensee shall keep complete and accurate client records, and shall make those records available for audit or review by the bureau upon request.
(Amended by Stats. 2022, Ch. 511, Sec. 36. (SB 1495) Effective January 1, 2023.)
Terms Used In California Business and Professions Code 6560
- Bureau: means the Professional Fiduciaries Bureau within the Department of Consumer Affairs, established pursuant to Section 6510. See California Business and Professions Code 6501
- Client: means an individual who is served by a professional fiduciary. See California Business and Professions Code 6501
- Licensee: means a person who is licensed under this chapter as a professional fiduciary. See California Business and Professions Code 6501