Epstein File EFTA01477866: Client and Professional (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01477866: Client and Professional (DS10)

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This document is a Deutsche Asset & Wealth Management annual client update form template used for wealth management relationships. The form outlines required due diligence documentation procedures for clients and identifies various relationship management roles including Relationship Managers, Wealth Advisors, Product Officers, Brokers, and Client Managers. The form includes sections for documenting client professional and geographic status information relevant to all parties involved in the relationship.

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client professional asset

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Excerpt 1

Deutsche Asset & Wealth Management Wealth Management Americas Annual **Client** Update Form Primary **Client** Customer # Other Clients in Update Other Customer

Excerpt 2

Due diligence obtained on the **client** must be appropriately documented by the CFP.

Excerpt 3

: Relationship Managers, Wealth Advisors, Product Officers, Brokers, **Client** Managers, etc.