Maintainng Trust Account Integrity

Covers: A broker’s detailed records which track their receipt and disbursement of trust funds; Limited authorized mixing of personal or business funds with trust funds; Review of the monthly statement of accounts to best protect the trust funds from unauthorized…

Maintainng Trust Account Integrity

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Covers: A broker’s detailed records which track their receipt and disbursement of trust funds; Limited authorized mixing of personal or business funds with trust funds; Review of the monthly statement of accounts to best protect the trust funds from unauthorized withdrawals; Business insurance to include coverage for employee theft

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