AgencyIntermediateCalifornia Exam

A California real estate broker's duty of 'accounting' to their principal requires the broker to:

APrepare annual tax returns for the seller, under standard California agency practice
BKeep accurate records of all funds received on behalf of the principal and promptly deliver all funds dueCorrect
CProvide the principal with monthly profit-and-loss statements, as commonly applied in brokerage relationships
DDeposit all commission income into a client trust account, consistent with typical listing agreement terms

Why Keep accurate records of all funds received on behalf of the principal and promptly deliver all funds due Is Correct

Answer B: Keep accurate records of all funds received on behalf of the principal and promptly deliver all funds due

The duty of accounting requires the broker to maintain accurate records of all client funds, promptly deposit client funds into a designated trust account, and provide an accounting of all monies received and disbursed on behalf of the principal.

Exam Tip: Agency

Agency questions are among the most tested on the exam. Focus on the difference between client and customer, and memorize the fiduciary duties (OLD CAR). Watch for questions that try to blur the line between a general agent and a special agent.

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