This document provides client service information for an investment account managed by Martin Zeman at 345 Park Avenue, New York. It outlines the default disposition methods for various securities, bond amortization elections, and electronic delivery options. It also details the role of Pershing as the clearing broker and custodian, and provides contact information for inquiries. The document emphasizes the responsibilities of the financial institution and includes disclosures about Pershing's functions and SIPC protection.
doj/DataSet10/EFTA01371994.pdf
{"key_people":["Martin Zeman"],"document_type":"financial","key_locations":["345 Park Avenue, New York, NY"],"document_subtype":"account statement","key_organizations":["Pershing LLC","The Bank of New York Mellon Corporation","Securities Investor Protection Corporation (SIPC)","FINRA","NYSE"],"reference_numbers":["AD1D1263C5F5DD28","DB-SDNY-0065591","SDNY_GM_00211775","EFTA01371994"]}