Skip to main content
Skip to content
Case File
sd-10-EFTA01386104Dept. of JusticeOther

EFTA Document EFTA01386104

AGP LP 519 Alpha Group Capital Paul Barrett EXECUTION SCHEDULE A Research-Related Settlement: On August 26, 2004, in connection with the 2002 industry-wide governmental and regulatory investigations into research and analysts practices, Deutsche Bank Securities Inc. ("DBSI") reached a settlement agreement with the Securities and Exchange Commission, the National Association of Securities Dealers, the New York Stock Exchange and the New York Attorney General, and with other state regulator

Date
Unknown
Source
Dept. of Justice
Reference
sd-10-EFTA01386104
Pages
1
Persons
0
Integrity
Loading PDF viewer...

Summary

AGP LP 519 Alpha Group Capital Paul Barrett EXECUTION SCHEDULE A Research-Related Settlement: On August 26, 2004, in connection with the 2002 industry-wide governmental and regulatory investigations into research and analysts practices, Deutsche Bank Securities Inc. ("DBSI") reached a settlement agreement with the Securities and Exchange Commission, the National Association of Securities Dealers, the New York Stock Exchange and the New York Attorney General, and with other state regulator

Ask AI About This Document

0Share
PostReddit

Extracted Text (OCR)

EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
AGP LP 519 Alpha Group Capital Paul Barrett EXECUTION SCHEDULE A Research-Related Settlement: On August 26, 2004, in connection with the 2002 industry-wide governmental and regulatory investigations into research and analysts practices, Deutsche Bank Securities Inc. ("DBSI") reached a settlement agreement with the Securities and Exchange Commission, the National Association of Securities Dealers, the New York Stock Exchange and the New York Attorney General, and with other state regulators arising from an investigation of research analyst independence. Under the terms of the settlement, DBSI agreed to pay $87.5 million. CONFIDENTIAL - PURSUANT TO FED. R. GRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0087651 SDNY_GM_00233835 EFTA01386104

Related Documents (6)

OtherUnknown

From:

DOJ EFTA Data Set 10 document EFTA01344541

1p
Dept. of JusticeOtherUnknown

EFTA Document EFTA01387747

US Tax Form Description W-8EXP Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding and Reporting Please consult your tax advisor regarding the appropriate form(s) to provide and how to complete them. If you have any non-tax questions, please consult with your Deutsche Bank Relationship Manager. If you have accounts with multiple Deutsche Bank entities, you may receive additional requests for information. For tracking purposes please ensure y

1p
Dept. of JusticeOtherUnknown

EFTA Document EFTA01448830

O O OO zz "rt mm zz -i ); C C Al (/) z -1 C 0 Asset Account 0 73 R 7 ce TO JPMergan Chase Bank, NA. 270 Park Avenue, New York, NY 10017-2014 THE HAZE TRUST ACCT. For the Period 7/1/13 to 7/31/13 Z 0 6 8 6 O tW0 J.P. Morgan Team Table of Contents Palle Jusdn Nelson Banker 203/629-3124 Account Summary 2 Paul Barrett Investment Specialist 212/622-2770 Holdings Janet Young Client Service Team B001634-1318 Equity 4 Gina Magiiacco Cash & Reed Income

1p
Dept. of JusticeOtherUnknown

EFTA Document EFTA01388380

From: Sent: To: CC: Subject: Liam Osullivan 10/12/2018 4:14:13 PM Paul Barrett Stewart 0ldfield Incoming Wire ICI Classification: Confidential Paul, ; Davide-A Sferrazza I I; Martin Zeman We have not received the wire. Our operations team has asked for additional information: We require more information to complete our task. Please confirm the reference number or a copy of the MT103. As of right now we do not have the funds. Thank you, Liam Liam O'Sullivan AVP I Key Client Pa

1p
Dept. of JusticeOtherUnknown

EFTA Document EFTA01388030

From: Sent: To: CC: Martin Zeman 5/10/2018 5:35:40 PM 'Paul Barrett (- Liam Osullivan Stewart Oldfield ' I l; 'Richard Kahn' Xavier Avila I I; Davide•A Sferrazza Subject: USDARS NDF NPV Attachments: PCS Southern Financial NPV 10May2018.pdf Paul, I will call you with the password to the attached NPV agreement for the USDARS NDF trades. Please return signed. Thanks Martin Martin Zeman Director I Key Client Partners Deutsche Bark Wealth Management DB Securities Inc 345 Park A

1p
Dept. of JusticeOtherUnknown

EFTA Document EFTA01433020

Subject: RE: EURUSD Option confirmation From: Martin Zeman e > Date: Mon, 20 Nov 2017 16:22:15 -0500 To: Stewart Oldfield a> He has been trying. They don't reply to his emails yet... I would start taking it personally.... From: Stewart Oldfield Sent: Monday, November 20, 2017 4:21 PM To: Martin Zeman e > Subject: RE: EURUSD Option confirmation Did Marson connect you with Shumway? From: Martin Zeman Sent: Monday, November 20, 2017 4:17 PM To: Stewart Oldfield Subject: RE: EURUSD Opt

3p

Forum Discussions

This document was digitized, indexed, and cross-referenced with 1,400+ persons in the Epstein files. 100% free, ad-free, and independent.

Annotations powered by Hypothesis. Select any text on this page to annotate or highlight it.