This document is an appendix to an account agreement, detailing definitions and terms related to services provided by DBSI, a subsidiary of Deutsche Bank AG. It includes definitions for terms such as 'Administrator', 'Affiliate', 'Applicable Law', 'Branch Supervisor', 'Cash Sweep Options', 'Investment Specialist', 'DB Wealth Management Privacy Statement', 'ERISA', 'Immediate family member', 'Party', 'Restricted Securities', and 'Securities and Other Property'. The document outlines the responsibilities and roles of various entities and individuals involved in the management and administration of client accounts.
doj/DataSet10/EFTA01378955.pdf
{"key_people":["Branch Supervisor","Investment Specialist"],"document_type":"legal","document_subtype":"Account Agreement Appendix","key_organizations":["DBSI","BNY Mellon Investment Servicing Trust Company","Deutsche Bank AG","Securities and Exchange Commission","Federal Reserve Board","FINRA"],"reference_numbers":["WM189778 015684.080216","DB-SDNY-0076236","SDNY_GM_00222420","EFTA01378955"]}