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Subject: Onboarding tracker [I]
From: Ian Salters <~e~>
Date: Fri, 15 Feb 2019 14:59:40 -0500
To: Todd Stevens
Daniel-E Kaiser
Alan Brody
Cc: Victoria Bruce
Nina Tona
Ian Salters
Classification: For internal use only
Please see attached our proposed onboarding tracker. Happy to take feedback
on what changes you would like to see.
Kind regards,
Ian Salters
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Ian Salters
COO Americas - Institutional Wealth Partners
DB Securities Inc
Deutsche Bank Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Mobile +1
Email
Visit us: http://deutschewealth.com
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IWP products and services are intended for and available only to
sophisticated, experienced investors who qualify as "institutional accounts"
under FINRA Rule 4512(c)(3), and are capable of evaluating the investment
benefits and risks of, and exercising independent judgment in evaluating and
determining whether to enter into, sophisticated trading strategies and
EFTA01399672
financial transactions. Transactions are subject to relevant internal
approvals of Deutsche Bank or its affiliates prior to execution, and no
transaction, idea or opportunity discussed herein may be executed unless you
are a client of Deutsche Bank and of the Institutional Wealth Partners group
(IWP).
Material herein regarding IWP products, investment ideas and solutions is
for discussion purposes only. While brokerage services offered through the
IWP Americas desk may include investment recommendations and brokerage
advice, IWP does not provide investment management or investment advisory
services, and private market opportunities and other products and services
available through IWP are offered only on a non-advisory basis.
This communication is confidential and personal to you, solely for your
information and for discussion purposes only, and does not create any
legally binding obligation. Reproduction or distribution of any material
herein without our written consent is strictly forbidden.
EFTA01399673
ℹ️ Document Details
SHA-256
f56bf2c2c6819279e1584b798df6c4ae938b9cbb5ae3e611593e98da492374aa
Bates Number
EFTA01399672
Dataset
DataSet-10
Type
document
Pages
2
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