California Real Estate SalespersonLaws of Agency and Fiduciary DutiesMedium

A broker deposits $200 of personal funds into the trust fund bank account and leaves it there permanently for record-keeping convenience. How is this practice classified under California Real Estate Law?

  1. AIllegal commingling because any personal funds in a trust account violate the law
  2. BConversion, because the funds are used for the broker's business expenses
  3. CPermitted only if the seller consents in writing
  4. DPermitted under Commissioner's Regulations, which allow up to $200 of the broker's own funds to cover bank service charges
Show answer & explanation

Correct answer: D. Permitted under Commissioner's Regulations, which allow up to $200 of the broker's own funds to cover bank service charges

California Commissioner's Regulations allow a broker to maintain a limited amount (up to $200) of personal funds in the trust account solely to cover bank service charges, which is a narrow exception to the general prohibition against commingling.

Why the other options are wrong

  • A. Overbroad — a specific regulatory exception exists.
  • B. Conversion involves misappropriation of client funds, not this exception.
  • C. No client consent is required for this regulatory exception.

Trust Fund $200 Exception

A regulatory exception permitting a broker to keep up to $200 of personal funds in the trust account solely to cover bank service charges.

  • General rule prohibits commingling personal and client funds.
  • $200 exception is narrowly limited to bank charges.
  • Exceeding this amount or using it for other purposes violates trust fund rules.

Memory trick: '$200 for the bank, not for your snack.'

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