This document is a Deutsche Asset & Wealth Management Americas Annual Client Update Form. It includes sections for client risk rating, relationship and account overview, financial status, professional/geographic status, public exposure, suitability assessment, and client activities. The form is used to update client information, assess risk, and ensure compliance with wealth management policies.
documents/vol00010-efta01477866-pdf.pdf
{"document_type":"financial","document_subtype":"Wealth Management Client Update Form","key_organizations":["Deutsche Asset & Wealth Management","Wealth Management Americas","Deutsche Bank Wealth Management"],"reference_numbers":["EFTA01477866","WM146031","019587.102314","EFTA01477867","EFTA01477868"]}