Epstein Index›Documents›EFTA01355689
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01355689: Client and Recording (DS10)

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This document is a client services agreement between DBSI (Deutsche Bank Securities Inc.) and Pershing regarding privacy policies and transaction confirmations. It specifies that clients will receive copies of privacy policies following agreement selection and must notify DBSI in writing within ten days of any objection to transactions. The agreement explicitly states that the client consents to DBSI recording any or all telephone calls with the client. No specific client names or financial details are identified in the excerpts.

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Excerpt 1
DBSI and Pershing will provide **Client** wish a copy of esen of their Privacy Pdliciee shortly afterlexection by **Client** of this Agreemenc.
Excerpt 2
**Client** agrees to notify DBSI in writing, writhin ten (10) days after transmittal to **Client** of a confirmation, of any objection **Client** has to any transaction
Excerpt 3
**Client** consents to DBSI recording any or all telephone calls with **Client** 21. Joint Accounts. a.

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