The document is a KYC form that includes sections for describing the source of wealth, estimated annual income, investable assets, net worth, and other financial institutions associated with the individual. It also requests information about the individual's family situation.
documents/vol00010-efta01356721-pdf.pdf
{"document_type":"tabular","document_subtype":"KYC (Know Your Customer) Form","key_organizations":["PWM"],"reference_numbers":["DB-SDNY-0042726","SDNY_GM_00188910","EFTA01356721"]}