This document outlines definitions related to a client's account management, including terms like 'Branch Supervisor', 'Cash Sweep Options', 'Client Advisor', 'DBSI Privacy Statement', 'ERISA', 'Immediate family member', 'Party or Parties', 'Restricted Securities', and 'Securities and Other Property'. It provides details on cash management, privacy policies, and securities regulations.
documents/vol00010-efta01461106-pdf.pdf
{"document_type":"legal","document_subtype":"contract","key_organizations":["DBSI"],"reference_numbers":["WM134715","015684.110614","DB-SDNY-0122944","SDNY_GM_00269128","EFTA01461106"]}