The memo outlines procedures for updating memo field requests, specifically adding event termination dates. It includes instructions for handling investment authority change requests, detailing the roles of specific team members and the types of accounts involved. The memo emphasizes the need for client signatures on various documents and specifies the internal processes for handling discretionary and non-discretionary accounts.
documents/vol00010-efta01356639-pdf.pdf
{"key_people":["Lisa Combatti","Jennifer Barker","Robert Deffense"],"document_type":"correspondence","document_subtype":"memo","key_organizations":["Deutsche Bank"],"reference_numbers":["DB-SDNY-0042602","SDNY_GM_00188786","EFTA01356639"]}