Trust FundsIntermediateAlabama Exam

If AREC discovers that a broker has been consistently depositing personal funds into the trust account in excess of what is needed for bank fees, AREC would likely characterize this as:

AGood practice to maintain a cushion
BCommingling of personal and client fundsCorrect
CAcceptable if the broker maintains records
DConversion of trust funds

Why Commingling of personal and client funds Is Correct

Answer B: Commingling of personal and client funds

Depositing personal funds into the trust account (beyond the minimal amount allowed for bank fees) is commingling — mixing personal and client funds — which is prohibited.

Exam Tip: Trust Funds

Trust fund questions test the rules for handling client money. Know the deadlines for depositing trust funds, what constitutes commingling vs. conversion, and the penalties for violations.

Key Trust Funds Terms in This Question

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