This document is a financial report detailing client-level KPIs over a rolling 13-month period. It includes client relationship numbers, references, client names, client numbers, mandate types, and account numbers. Additionally, it provides a table of assets in US dollars for each month from December 2014 to December 2015.
documents/vol00010-efta01459518-pdf.pdf
{"title":"Rolling 13 Months KPIs (Client-Level) - 1.CRM: Paul Morris","key_people":["Paul Morris"],"document_date":"2015-12-01","document_type":"tabular","document_subtype":"financial report","key_organizations":["Deutsche Bank","Deutsche AWM"],"reference_numbers":["US183900100000490359","DB-SDNY-0119971","SDNY_GM_00266155","EFTA01459518"]}