Guidelines for account management changes and approvals within a financial institution, including specific instructions for handling changes in investment authority, client status, and account codes.
documents/vol00010-efta01356640-pdf.pdf
{"key_people":["Lisa Combatti","Jennifer Barker","Halina Laczny","Kathryn J Stanfield","Lillian Torres","Yvette Tirrito","Enid Ellis","Roxanne Scott"],"document_type":"correspondence","document_subtype":"internal memo","key_organizations":["TAG"],"reference_numbers":["DB-SDNY-0042603","SDNY_GM_00188787","EFTA01356640"]}