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Bank Fiduciary Activities and Collective Investment Funds 2020

Chair(s): Clifford E. Kirsch
Practice Area: Banking, Corporate & Securities
Published: Oct 2020 i Other versions can be found in the Related Items tab.
ISBN: 9781402437502
PLI Item #: 275425
CHB Spine #: A1029

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Table of Contents
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Front Matter
Faculty Bios
Table of Contents
Chapter 1. Fiduciary Investment Advice: The Legal Framework for National Banks (February 22, 2018)
Chapter 2. Fiduciary Obligation of National Banks Providing Investment Advice (February 5, 2020)
Chapter 3. Letter from Louis J. Campagna, Chief, Division of Fiduciary Interpretations, U.S. Department of Labor, Employee Benefits Securities Administration, to Jon W. Breyfogle, Groom Law Group, Chartered (June 3, 2020)
Chapter 4. Collective Investment Funds: Prior Notice Period for Withdrawals, Department of Treasury, Office of the Comptroller of the Currency, 12 CFR Part 9
Chapter 5. Collective Investment Trusts, The Coalition of Collective Investment Trusts
Chapter 6. Comptroller’s Handbook, Asset Management, Personal Fiduciary Activities, Version 1.0, Office of the Comptroller of the Currency (February 2015)
Chapter 7. Comptroller’s Handbook, Asset Management, Collective Investment Funds, Version 1.0, Office of the Comptroller of the Currency (May 2014)
Index