This document outlines the investment experience of the account owner(s) across various financial instruments including options, equities, fixed income, commodities and futures, ETFs, and alternative investments. It details the year first traded, average number of trades per year, average size of trades in dollars and shares/contracts, and types of previous option experience. It also includes option objectives and client strategy requests, with a section for signatures and acknowledgments.
documents/vol00010-efta01353535-pdf.pdf
{"key_people":["Account Owner(s)"],"document_type":"financial","document_subtype":"Investment Experience Form","key_organizations":["Deutsche Bank Securities Inc."],"reference_numbers":["WM189768 010721.051018","DB-SDNY-0037953","SDNY_GM_00184137","EFTA01353535"]}