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Organization referenced in documents
EFTA01356577
PM: Ensure accounts have "MIFID" selected with the investment objective. Example: Old name: GAT — Growth, New name: MIFID- Growth. • All accounts (Deposits, Trust, etc.): No non-GAT bankers can open German domiciled accounts (check if EEA client field and country field, if "EEA Type" does not contain "N/A" or
EFTA01399156
DPM: Ensure accounts have "MIFID" selected with the investment objective. Example: Old name: GAT — Growth, New name: MIFID- Growth. All accounts (Deposits, Trust, etc.): No non-GAT bankers can open German domiciled accounts (check if EEA client field and country field, if "EEA Type" does not contain "N/A" or