This document is an account agreement outlining the terms and conditions for a client's account with DBSI. It includes sections on trusted contact person information, client responsibilities, and important information for ERISA employee benefit plan clients. The document also addresses tax and compliance responsibilities and options for account ownership.
documents/vol00010-efta01353378-pdf.pdf
{"document_type":"correspondence","document_subtype":"account agreement","key_organizations":["DBSI","Pershing","Internal Revenue Service","U.S. Department of Labor"],"reference_numbers":["WM189778 015684.080218","DB-SDNY-0037729","SDNY_GM_00183913","EFTA01353378"]}