The document outlines approval requirements and procedures for different types of accounts (IA, GIM, GAT, Trust, Custody) regarding fee setups and maintenance. It specifies the necessary approvals, exceptions, and special points for handling fees, including charge dates and verification processes.
documents/vol00010-efta01356621-pdf.pdf
{"key_people":["Jennifer Barker","Mary Keaveney","Robert Deffense","Kevin Brodbeck","Oliver Esslinger","Deepak Puri","David Wolkenbrod","Edward Golden","Paul Bett"],"document_type":"correspondence","document_subtype":"policy memo","key_organizations":["TAG","AOG","ATNT Team"],"reference_numbers":["DB-SDNY-0042569","SDNY_GM_00188753","EFTA01356621"]}