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2.06 MB
Extraction Summary
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People
5
Organizations
1
Locations
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Events
1
Relationships
3
Quotes
Document Information
Type:
Financial document (disclaimer/legal disclosure)
File Size:
2.06 MB
Summary
This document is a standard 'Important Information' disclaimer page (page 25) from a 2019 Goldman Sachs Investment Management Division presentation. It outlines legal limitations regarding tax advice, asset classification, financial planning services, and municipal advisory roles, while also referencing 'Ayco Clients' and prohibiting unauthorized distribution. The Bates stamp HOUSE_OVERSIGHT_026969 indicates this document was produced as part of a US House Oversight Committee investigation.
Organizations (5)
| Name | Type | Context |
|---|---|---|
| Goldman Sachs | ||
| GS | ||
| Investment Management Division | ||
| Ayco | ||
| PWM team |
Locations (1)
| Location | Context |
|---|---|
Relationships (1)
Document states 'Additional Information for Ayco Clients' and equates 'PWM team' with 'Ayco team' for relevant clients.
Key Quotes (3)
"GS does not provide legal, tax or accounting advice, unless explicitly agreed in writing between you and GS"Source
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Quote #1
"References in this presentation to “PWM team” shall include your Ayco team."Source
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Quote #2
"This material may not, without GS’ prior written consent, be (i) copied, photocopied or duplicated in any form"Source
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Quote #3
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