This document is an Option Agreement and Approval Form for a discretionary account at Deutsche Bank, managed by Jeffrey Harry Beller and Jeanne Brennan. It includes financial information, investment experience, and option trading strategies for the account owner, Jeffrey, who is associated with Southern Financial LLC in the Virgin Islands. The document outlines the risks and responsibilities associated with option trading, including uncovered option writing, and includes a Power of Attorney section granting authority to designated agents.
documents/vol00010-efta01444933-pdf.pdf
{"title":"Deutsche Bank Private Wealth Management Option Agreement and Approval Form","key_people":["Jeffrey Harry Beller","Jeanne Brennan","Jay Lipman","Donna R Taylor","Vahe Stepanian","Tazia Smith","Amanda Kirby"],"document_date":"2013-10-28","document_type":"financial","key_locations":["St. Thomas, Virgin Islands","New York, NY"],"document_subtype":"Option Agreement and Approval Form","key_organizations":["Deutsche Bank","Southern Financial LLC","Deutsche Bank Securities Inc.","Deutsche Bank Alex. Brown"],"reference_numbers":["N4G024968","EFTA01444933","EFTA01444934","EFTA01444935","EFTA01444936","EFTA01444937","EFTA01444938","EFTA01444939","EFTA01444940","EFTA01444941","EFTA01444942","EFTA01444943","EFTA01444944","EFTA01444945","EFTA01444946","EFTA01444947","EFTA01444948","EFTA01444949","EFTA01444950","EFTA01444951","EFTA01444952","EFTA01444953","EFTA01444954","EFTA01444955","EFTA01444956","EFTA01444957","EFTA01444958","EFTA01444959"]}