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EFTA Document EFTA01356640
Title Matchefta-efta01356640
Case Filesd-10-EFTA01356640Dept. of JusticeEFTA Document EFTA01356640
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Case File
sd-10-EFTA01356640Dept. of JusticeEFTA Document EFTA01356640
Other
Voting Authority: 2 Customer Votes zi_When an account is going into or out of a "Centrally Managed investment authority" then TAG should look for approval from Business Management (Lisa Combatti/ Jennifer Barker). Note : If "EEA client type is Retail" then "Investment management service Designation" cannot be changed from "Discretionary" to "Non-discretionary" as per attached "Investment Management agreement", if it is check marked then case need to be rejected. NOTE: Change of status to a
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Dept. of Justice
Reference
sd-10-EFTA01356640
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