📄 Extracted Text (396 words)
Deutsche Bank
Wealth Management
Client Authorization for use of Free Credit Balances
Account TitleNWReiationship Name
Butterfly Trust
Account &imbe(s)
The undersigned client ("Client") hereby acknowledges and agrees that with respect to Client's use of its free credit balances at
Deutsche Bank Securities Inc. ("OBSI"), Client hereby authorizes DBSI as follows:
Client Authorization for use of Free Credit Balances
The undersigned client ("Client") hereby acknowledges and agrees that with respect to Client's use of its free credit
balances at Deutsche Bank Securities Inc. ("DBSI"), Client hereby authorizes DBSI as follows:
Check one:
X Cash Sweep—Client elects to participate in the cash sweep program in accordance with the terms and conditions set
forth in the cash sweep options disclosure document attached, Client agrees to contact DBSI regarding the selection
of the Client's cash sweep options. Where permitted by applicable law, Client authorizes DBSI to change or replace the
cash sweep options available to Client at DBSI's discretion.
Li Free Credit Balances—Client elects to maintain free credit balances as non-interest-bearing free credit balances
awaiting investment.
In order to establish any retirement account that is subject to the Internal Revenue Code of 1986, as amended, or the
Employee Retirement Income Security Act of 1974, as amended, you MUST choose a sweep vehicle from a list that DBSI will
provide to you separately. A list of available sweep vehicles*, their current yields and the prospectuses for these vehicles are
available at https://deutschewealth.com/contentkleutschewealth/en/articlesicash-sweep-options.html. The revenue DBSI
receives in connection with these sweep vehicles ranges between 0% and 0.15%. The specific revenue percentage per fund
is available upon request.
If you elect a sweep vehicle, but do not identify which vehicle, your excess cash will automatically be swept into the Dreyfus
Government Cash Management Investor Share class. This is an unaffiliated mutual fund that requires no minimum balance.
OBS, receives no compensation in connection with the Dreyfus Government Cash Management Investor Share class.
*Please note that some of these vehicles have investment minimums and may not be available to you. Please speak with your
tax advisor aytp whether a tax el empt vehicle is appropriate for your retirement account.
/ 0 /1120O
Client's Signature (or authorised signor) Data
Ha I Beller
Print Client's Name
tb) _
Signature (of authorized si Date
Erika A Kellerhals
Print Cliom's Name
WM179143 013105.011719 Pagt,1,113
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0078213
CONFIDENTIAL SDNY_GM_00224397
EFTA01380081
ℹ️ Document Details
SHA-256
2a0d1335b3ee49a52190a4a1f8dd08994bb3b4fbe20d8270f3ca9d3f0e68580c
Bates Number
EFTA01380081
Dataset
DataSet-10
Document Type
document
Pages
1
Comments 0