A letter from Deutsche Asset & Wealth Management to a prospective client regarding the services offered by the Asset & Wealth Management (AWM) Key Client Partners (KCP) Desk in the US. The letter outlines the non-advised nature of the services, the requirement to sign and return the FINRA 2111 Institutional Suitability Certificate, and the distinction between KCP and Private Wealth Management (WM) services.
doj/DataSet10/EFTA01454011.pdf
{"key_people":["Tazia Smith"],"document_type":"correspondence","key_locations":["345 Park Avenue, New York, NY 10154"],"document_subtype":"letter","key_organizations":["Deutsche Asset & Wealth Management","Deutsche Bank Securities Inc","AWM Private Wealth Management"]}