Instructions for handling client signatures, DocuSign options, and exemptions for booking centers. Includes guidelines for verifying signatures, using DocuSign, and handling exempt transactions. Emphasizes segregation of duties and callback procedures.
documents/vol00010-efta01356610-pdf.pdf
{"document_type":"correspondence","document_subtype":"fax and letter instructions","key_organizations":["TAG","DBOI","DB Force","Pershing Account"],"reference_numbers":["DB-SDNY-0042552","SDNY_GM_00188736","EFTA01356610"]}