Epstein Index›Documents›EFTA01355741
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01355741: Document from Set 10 (DS10)

Financial RecordDate unavailableEFTA013557410 keyword hits
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A client agreement document, likely from a financial services firm (DBSI), outlining terms regarding third-party authorization to act on a client's account. The document specifies that clients may authorize investment advisors or money managers to manage their accounts, subject to written agreement with DBSI and the ability to revoke such authorization upon written notice.

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Excerpt 1
**Client** agrees that if **Client** authorizes third party(ies) (including, without limitation, any investment advisor or money manager) to act on Client's Account
Excerpt 2
**Client** further agrees that unless otherwise agreed to in writing by DBSI, third party (ies) authorized by **Client** to act for **Client**, whether or not referred
Excerpt 3
upon written notice to **Client**.

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