This document outlines the terms and conditions of an account agreement with DBSI, including information about a Trusted Contact Person, client responsibilities, and important disclosures for ERISA employee benefit plan clients. It also includes a section for client initials and signature to acknowledge understanding and agreement.
doj/DataSet10/EFTA01378951.pdf
{"document_type":"correspondence","document_subtype":"account agreement","key_organizations":["DBSI","Pershing","Internal Revenue Service","U.S. Department of Labor"],"reference_numbers":["WM189778 015684.050218","DB-SDNY-0076232","SDNY_GM_00222416","EFTA01378951"]}