Utah Statutes

§ 61-1-202 — Governmental and third party disclosures.

Utah·Title 61 Securities Division - Real Estate Division·Ch. 61-1 Utah Uniform Securities Act·Part 61-1-2 Protection of Vulnerable Adults from Financial Exploitation Act
(1)If a broker-dealer, an investment adviser, or a qualified individual reasonably believes that a person has engaged in or attempted to engage in the financial exploitation of an eligible adult, the broker-dealer, investment adviser, or qualified individual:
(1)(a) shall promptly notify the division and Adult Protective Services; and
(1)(b) subject to Subsection (2), may notify a person previously designated by the eligible adult, a person allowed to receive notification under applicable law or any customer agreement, or an individual reasonably associated with the eligible adult.
(2)A broker-dealer, an investment adviser, or a qualified individual may not notify a third party under Subsection (1)(b) if the third party is suspected of engaging in the financial exploitation of the eligi

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Legislative History

Enacted by Chapter 159, 2018 General Session

Nearby Sections

15
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