AgencyIntermediateCalifornia Exam

The duty of 'accounting' in a fiduciary relationship requires an agent to:

APrepare annual tax returns for the principal, consistent with typical listing agreement terms
BAccount for all money and property received on behalf of the principalCorrect
CSubmit monthly profit/loss statements to the DRE, per standard fiduciary practice in the industry
DDisclose the agent's commission to all parties, under standard California agency practice

Why Account for all money and property received on behalf of the principal Is Correct

Answer B: Account for all money and property received on behalf of the principal

The duty of accounting requires the agent to promptly and accurately account for all funds and property received on behalf of the principal, maintaining proper records and avoiding commingling of client funds with the agent's own funds.

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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