Deutsche Bank Private Wealth Management (PWM) is committed to serving clients professionally, ensuring high standards of suitability, background, and character. Client Facing Professionals (CFPs) must document due diligence and confirm no suspicions of money laundering or unethical activities. The policy outlines responsibilities for CFPs in maintaining client relationships.
documents/vol00010-efta01345247-pdf.pdf
{"title":"Deutsche Bank Private Wealth Management Policy Statement","document_date":"2018-08-02","document_type":"correspondence","key_locations":["New York"],"document_subtype":"policy statement","key_organizations":["Deutsche Bank Private Wealth Management"],"reference_numbers":["DB-SDNY-0031472","SDNY_GM_00177656","EFTA01345247"]}