EFTA Document EFTA01356637
•or GIM and GPM accounts, approval rom Kevin Brodbeck / Deepak Puri and liver Esslingcr is necessary. •or Trust and IA accounts, approval from cnnifer Barker/Roben Deffense is also iccessar ax with Client AT (Custody) Account code Signature and Call md Portfolio objective codes AT (Custody) provides approval from :ack. wed not change to 995. • RM. It applies also to IA account under AT Team. Trust officers can request closing of fist accounts but need approval front cnnifcr Barke
Summary
•or GIM and GPM accounts, approval rom Kevin Brodbeck / Deepak Puri and liver Esslingcr is necessary. •or Trust and IA accounts, approval from cnnifer Barker/Roben Deffense is also iccessar ax with Client AT (Custody) Account code Signature and Call md Portfolio objective codes AT (Custody) provides approval from :ack. wed not change to 995. • RM. It applies also to IA account under AT Team. Trust officers can request closing of fist accounts but need approval front cnnifcr Barke
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