This memo outlines the procedures for handling emails with PDF attachments as faxes, the requirements for attaching emails for validation, and the rules for forwarding emails and performing callbacks. It also details the creation of list mailboxes for client instructions and the protocol for handling emails when a banker is out of office.
documents/vol00010-efta01356611-pdf.pdf
{"key_people":["Dana Zook","Janet Sible","Valerie Oconnor","Daniel Kay","Israel Velasquez","Mayra Fonseca","Melissa Clark","Susan Burnett","Joe","Keith"],"document_date":"2016-08-11","document_type":"correspondence","document_subtype":"memo","key_organizations":["DBPrivateBankChicago","Teamburnettpwmla","TAG team"],"reference_numbers":["DB-SDNY-0042553","SDNY_GM_00188737","EFTA01356611"]}