📄 Extracted Text (314 words)
4. Live Trade — Davide first shot, then Nina will help
5. GM or Umbrella Account — Davide and Nina
WM
GM or Good
Client/ dbcar Uve KCP KYC
Team Umbrella Active Retain To ISDA Banker ACO RP RR
Account ID Trade Coverage Outreach R
Account Trade
Name
Tab 2 — "Latent', Tab 3 —'US', Tab 4 — 'Alex Brown" — WM show
In addition to the info in Tab 1, it will also have all the products they are active for
Tab S —Off-Boards — Will show
The clients that we have decided we no longer want to retain
Thanks
Kind regards,
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Nina Tona
Associate
Business Control Manager, Key Client Partners —Americas
Deutsche Bank Wealth Management
5022 Gate Parkway
Jacksonville. Florida 32256
KCP products and servkes ore intended and availatKe onh for persons who ore sophithcotedinstitutionalinvestors within the intoning of the FINRA Rule
4512(C)(3), and who ore capable of evaluating the strategies, characteristics andinvestment risks of, and exercising independent judgment in evaluating.
the ideas andproducts discussed herein. Trades and transactions are subject to relevant internal approvals of DEW a as affiliates prior to execution, and the
execution of any transaction or idea discussed herein is conditonal on your becoming a client of Deutsche Bonk.
Key Client Partners (KCP) products, investment ideas and solutions and related matters discussed herein ore providedfor discussion purposes only,
and strictly ono non-advisory basis. The KCP Americas desk does not provide investment advice.
The information set forth herein is confidential and personal to you and is being presentedfor your information andfor discussion purposes only.
My reproduction and/or redistribution thereof (in whole or in port) or disclosure of its content without our written consent is strictly
forbidden. This communication does not create any legally binding obligation on the part of DEIS! or any of its affiliates.
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0052750
CONFIDENTIAL SDNY_GM_00198934
EFTA01362972
ℹ️ Document Details
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1009a9f81a74bcb244dad522fb0ebea601c2b5a0a0ac34de1801a868c9f87b55
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EFTA01362972
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document
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