This document outlines the intended audience and conditions for accessing IWP products and services, which are available only to sophisticated, experienced investors who qualify as institutional accounts under FINRA Rule 4512(CX3). It emphasizes that transactions require internal approvals from Deutsche Bank or its affiliates and that IWP does not provide investment management or advisory services. The communication is confidential and for discussion purposes only.
documents/vol00010-efta01363813-pdf.pdf
{"document_type":"correspondence","key_organizations":["Deutsche Bank","Institutional Wealth Partners","FINRA"],"reference_numbers":["DB-SDNY-0054149","SDNY_GM_00200333","EFTA01363813"]}