This document is a financial questionnaire for an entity, covering details such as annual income, net worth, federal tax status, source of wealth, investment experience, and investment objectives/risk tolerance. It includes checkboxes for various income and net worth ranges, sources of wealth, and investment experience across different asset types. The document also outlines investment objectives and risk tolerance options for the entity.
doj/DataSet10/EFTA01453155.pdf
{"document_type":"financial","document_subtype":"financial questionnaire","reference_numbers":["12-PWM-0355","011224.091212","DB-SDNY-0110607","SDNY_GM_00256791","EFTA01453155"]}