Trust Funds

What is the maximum amount a broker may keep in their trust account from personal funds?

A$200 to cover bank charges; more than this constitutes commingling✓ Correct
BNo personal funds may ever be in a trust account
C$1,000 at any time
D$500 to cover bank service charges

Explanation

California regulations allow a broker to keep a limited amount of personal funds (up to $200) in the trust account to cover service charges and fees. Any amount exceeding this is considered commingling. The $200 rule prevents the trust account from going negative due to bank fees.

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