This document outlines areas of specific review for clients with an increased likelihood of error in judgment compared to Wealth Management (WM) risk appetite. It includes criteria for identifying such clients, data sources for information gathering, and the likely population affected.
documents/vol00010-efta01356674-pdf.pdf
{"title":"Review of clients with increased likelihood of error of judgement vs. WM risk appetite","document_type":"tabular","document_subtype":"review","key_organizations":["Deutsche Bank","Wealth Management"],"reference_numbers":["DB-SDNY-0042662","SDNY_GM_00188846","EFTA01356674"]}