legal list
- A formal, legal record of investment options that those in a fiduciary position can utilize when making financial decisions for others
- The fiduciary referred to the legal list before finalizing the investment strategy for the client.
- To avoid non-compliance and potential lawsuits, it's crucial for fiduciaries to adhere to the investments outlined in the legal list.
- The state authority has updated the legal list to include contemporary investment options.
Provide Feedback
