Series 65: Complex Trust

Taken from our Series 65 - NASAA Uniform Investment Advisor Law Exam

Definition of the term Complex Trust...

a trust that is not a simple trust, meaning that it may retain current income from one year to the next, may distribute principal, and may have beneficiaries that are charitable institutions.

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Series 65: Complex Trust

Taken from our Series 65 - NASAA Uniform Investment Advisor Law Exam

Definition of the term Complex Trust...

Since you're reading about Series 65: Complex Trust, you might also be interested in:

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