The document is a financial report showing key performance indicators (KPIs) for clients over a rolling 13-month period. It includes columns for relationship number, reference, client name, client number, mandate type, and account number. The report contains financial data for various clients, including Southern Financial, Hyperion Air LLC, J. Epstein Virgin, and Classic Advisory, with monthly financial figures for each client.
documents/vol00010-efta01459522-pdf.pdf
{"title":"Rolling 13 Months KPIs (Client-Level) - 1.CRM: Paul Morris","key_people":["Paul Morris"],"document_date":"2015-12","document_type":"tabular","document_subtype":"financial report","key_organizations":["Deutsche Bank","Southern Financial","Hyperion Air LLC","J. Epstein Virgin","Classic Advisory"],"reference_numbers":["DB-SDNY-0119979","SDNY_GM_00266163","EFTA01459522"]}