This document defines various terms related to a client's account management, including roles such as Branch Supervisor and Client Advisor, and concepts like Cash Sweep Options and Restricted Securities. It also references legal frameworks like ERISA and privacy policies.
documents/vol00010-efta01459303-pdf.pdf
{"document_type":"legal","document_subtype":"contract","key_organizations":["DBSI"],"reference_numbers":["WM134715","015684.110614","DB-SDNY-0119631","SDNY_GM_00265815","EFTA01459303"]}