This document outlines definitions and terms related to a client's account with DBSI, including roles such as Branch Supervisor and Client Advisor, and concepts like Cash Sweep Options and Restricted Securities. It also references legal acts like ERISA and privacy policies.
documents/vol00010-efta01459349-pdf.pdf
{"key_people":["Branch Supervisor","Client Advisor"],"document_type":"legal","document_subtype":"contract","key_organizations":["DBSI"],"reference_numbers":["WM134715","015684.110614","DB-SDNY-0119693","SDNY_GM_00265877","EFTA01459349"]}