The document outlines terms and conditions related to client accounts managed by DBSI, including communication protocols, potential conflicts of interest, SIPC coverage, tax implications for tax-exempt entities, and procedures for lost securities. It also provides definitions for key terms used in the agreement.
documents/vol00010-efta01459369-pdf.pdf
{"document_type":"correspondence","document_subtype":"account agreement","key_organizations":["DBSI","Deutsche Bank AG","Pershing","SIPC","BNY Mellon Investment Servicing Trust Company"],"reference_numbers":["WM134715","015684.110614","DB-SDNY-0119721","SDNY_GM_00265905","EFTA01459369"]}