Personal trusts are typically allowed to engage in which of the following investment activities?
I. Buying and selling futures contracts
II. Short selling securities
III. Purchasing and writing options
IV. Buying shares on margin

Question

Quizplus · Accepted Answer

Personal trusts are generally restricted from engaging in high-risk investment activities such as buying and selling futures contracts, short selling, purchasing and writing options, and buying shares on margin, as these can jeopardize the trust's assets and are often not aligned with the fiduciary duty to preserve and protect the trust's assets.

Personal Trusts Are Typically Allowed to Engage in Which of the Following