📄 Extracted Text (428 words)
Subject: RE: Butterfly Trust [C] [I]
From: Stewart Oldfield ‹ >
Date: Thu, 11 Oct 2018 18:32:53 -0400
To: Coley Jellinghaus
Just spoke to Kim and she's good. Will finalize this tmw. Thanks again
From: Coley Jellinghaus
Sent: Thursday, October 11, 2018 3:35 PM
To: Stewart Oldfield ‹ >
Subject: RE: Butterfly Trust [C] [I]
Classification: For internal use only
Perfect.
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Coley Jellinghaus
Managing Director I Head of Investment Solutions Group
Wealth Management Americas
DB Securities Inc.
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Email
From: Stewart Oldfield
Sent: Thursday, October 11, 2018 3:33 PM
To: Coley Jellinghaus
Subject: FW: Butterfly rust
EFTA01430753
FYI
From: Liam Osullivan
Sent: Thursday, October 11, 2018 3:31 PM
To: Stewart Oldf*
Cc: Martin Zeman Zbynek Kozelsky
; an a ers
Subject: Butterfly Trust [C]
Classification: Confidential
I discussed the below with Ziggy, Ian and Martin.
We propose that the Butterfly Trust is opened with the KCP team. We will
open the account under the N4G prefix. We will request a new CA number for
Martin Zeman that will be used to separate Butterfly Trust from accounts
that have signed KCP packages on file. Martin will sign a quarterly
attestation that the account is not being offered KCP products.
Kind regards,
Liam O'Sullivan
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Liam O'Sullivan
AVP I Key Client Partners - US
DB Securities Inc
Deutsche Bank Wealth Management
345 P rk Av nu 101 4-0004 New York, NY, USA
Tel.
Email
EFTA01430754
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EFTA01430755
ℹ️ Document Details
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EFTA01430753
Dataset
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