Sec. 1.3. Specific requirements  


Latest version.
  • An application for authority to exercise any fiduciary power shall consist of:
    (a) a certified copy of a resolution of the applicant's board of trustees, authorizing the applicant to file the application and to undertake the fiduciary activities specified in the application; and
    (b) a written statement covering the matters specified in section 1.2(b)-(d) of this Part and such other matters as the Department of Financial Services shall request after consultation with the applicant.