Trust FundsIntermediateCalifornia Exam

Under California law, trust fund records must be retained for a minimum of:

A1 year
B2 years
C3 yearsCorrect
D5 years

Why 3 years Is Correct

Answer C: 3 years

California Business and Professions Code requires brokers to maintain trust fund records for a minimum of three years. These records must be available for DRE inspection and include bank statements, journals, and individual beneficiary ledger records.

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.

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