Indiana Statutes

§ 30-2-10-8.5 — Management of settlor's funds by registered investment adviser

Indiana § 30-2-10-8.5
JurisdictionIndiana
Art. 2GENERAL PROVISIONS
Ch. 10Funeral Trust Funds

This text of Indiana § 30-2-10-8.5 (Management of settlor's funds by registered investment adviser) is published on Counsel Stack Legal Research, covering Indiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ind. Code § 30-2-10-8.5 (2026).

Text

5.

(a)The bank, trust company, savings association, or credit union that receives the payments made by a settlor under section 2 of this chapter may enter into a contract under which the account into which the settlor's payments are deposited is managed by a third party.
(b)To manage the funds in a settlor's account under subsection (a), a third party must be:
(1)an investment adviser registered with the United States Securities and Exchange Commission under the federal Investment Advisers Act of 1940 (15 U.S.C. 80b-1 et seq.); or
(2)an investment adviser registered under IC 23-19-4.
(c)In managing the funds in a settlor's account under subsection (a), an investment adviser shall comply in all respects with the Indiana Uniform Prudent Investor Act under IC 30-4-3.5-1(c)(3).

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Related

§ 80b
15 U.S.C. § 80b

Legislative History

As added by P.L.53-2015, SEC.1.

Nearby Sections

15
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Bluebook (online)
Indiana § 30-2-10-8.5, Counsel Stack Legal Research, https://law.counselstack.com/statute/in/30-2-10-8.5.