Utah Admin. Code R164-2-10 - Custody Requirements for Investment Advisers

It is unlawful and a fraudulent, deceptive, or manipulative act, practice or course of business for an investment adviser licensed or required to be licensed under Section 61-1-3 to have custody of client funds or securities unless the investment adviser complies with the requirements of Rule 206(4)-2 of the Investment Advisers Act of 1940 (2020).

Notes

Utah Admin. Code R164-2-10
Adopted by Utah State Bulletin Number 2022-07, effective 3/11/2022

State regulations are updated quarterly; we currently have two versions available. Below is a comparison between our most recent version and the prior quarterly release. More comparison features will be added as we have more versions to compare.


No prior version found.