EFTA01367518.txt Text dataset_10 View on DOJ

Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
other
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42
Summary
This document outlines Deutsche Bank's procedures for confirming trading instructions, specifying different confirmation methods for mutual funds/corporate actions versus other trading instructions like foreign currency transactions. It emphasizes that automated responses do not constitute confirmation and urges clients to contact their bank representative if they don't receive timely confirmation.
Metadata
Subject
Important Information Regarding Trading Instructions
Sender
Recipients
Document ID
DB-SDNY-0059090, SDNY_GM_00205274
Date
Relationships 1
Entity 1RelationshipEntity 2Description
Deutsche Bank Wealth Management location Jacksonville, FL Deutsche Bank Wealth Management is located in Jacksonville, FL.
Notable Quotes 2
Regarding mutual fund and Corporate Action transaction: Deutsche Bank Trust Company Americas Oho 'Bank') shall only be obligated to act on any instructions to buy or sell mutual funds or elect on a Corporate Action instruction that you deliver via email, voicemai or facsimile, at such tune as your Bank representative has confirmed via email or telephone that the Bank has received your request.
VVith respect to all other trading instructions (including, without limitation, foreign currency transactions). The Bank shall only be obligated lo ad on any such instructions at such time as your Bank representative has confirmed that the Bank has received your request via telephonic communication.
Financial Information
Assets:
  • mutual funds
Transactions:
  • mutual fund transaction
  • Corporate Action transaction
  • trading instructions
  • foreign currency transactions
Raw Analysis JSON click to expand
Themes
Financial transactions/money flowCommunications/correspondence
Organizations 3
Deutsche Bank Wealth ManagementDeutsche Bank Trust Company Americas Oho 'Bank'Deutsche Bank
Locations 4
5022 Gate Pkwy, Jacksonville, FL 32256JacksonvilleFLCanada
Financial Entities 1
Deutsche Bank Trust Company Americas Oho 'Bank'
Text Analysis
Tone
Informative
Purpose
To inform clients about the procedures for submitting trading instructions to Deutsche Bank.
Significance
Outlines the bank's policies regarding the confirmation of trading instructions.
File Info
File Name
EFTA01367518.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:42:07.258353
DOJ Source
View on DOJ