Finance Code § 154.257
A permit holder or trustee must keep a written investment plan, review it at least annually, keep transaction records, store the plan at the principal offices, and give the plan to the department with the permit holder’s annual report.
- Jurisdiction
- United States — Texas
- Instrument
- Code
- Version
- Undated source snapshot
- Language
- en
- Official source
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investment management recordkeeping reporting
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Finance Code § 154.257
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