Epstein Index›Documents›EFTA01392880
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01392880: Client and Recording (DS10)

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This document is a client agreement between DBSI and Pershing regarding account management, privacy policies, and telephone recording consent. The agreement requires the client to receive privacy policy copies after execution, notify DBSI in writing within ten days of any transaction objections, and explicitly consents to DBSI recording all telephone calls with the client. The document addresses joint account procedures and client notification protocols.

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DBSI and Pershing will provide **Client** wish a copy of esen of their Privacy Pdlicioe shortly afterlexecttion 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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