EFTA01403403.pdf

Subject: RE: A/C# - (SBL Pending) Revised SBL November 1, 2018 From: Stewart Oldfield Date: Tue, 20 Nov 2018 15:10:00 -0500 To: Lisa-M Ramos Cc: Michael Coomb-Smith Bradley Gillin Richard Iarossi That is the right address. We can add 4th floor if necessary. Same client. Same address From: Lisa-M Ramos Sent: Tuesday, November 20, 2018 2:45 PM To: Stewart Oldfield Cc: Michael Coomb-Smith Bradle Gillin ; Richard Iarossi Subject: RE: A/C# - (SBL Pending) Revised SBL November 1, 2018 Account does not have any returns I have attached two of the return items for the mail for account Please provide and address that we can send them to {https://brandportal.intranet.db.com/img/modules/logo.gif} Lisa Ramos Assistant Vice-President I WM Operations Americas I Team Lead, Document Management Deutsche Bank Wealth Management 1 345 Park Ave, New York, NY, 10154-0001, USA EFTA01403403 Tel. I Email https://mydb.intranet.db.com/groups/wm-operations-us From: Stewart Oldfield Sent: Monday, November 19, 2018 6:59 PM To: Lisa-M Ramos Cc: Michael Coomb-Smith ; Bradley Gillin ; Richard Iarossi Subject: RE: A/C# - (SBL Pending) Revised SBL November 1, 2018 Client thinks these statements should be fine as is. Are the account statements being returned as well? Same client, same address, although the account address specifies 4th floor . . . Let me know what else we need to do here. Thanks From: Lisa-M Ramos Sent: Monday, November 05, 2018 11:56 AM To: Stewart Oldfield Cc: Michael Coomb-Smith ; Bradley Gillin ; Richard Iarossi Subject: RE: A/C# - (SBL Pending) Revised SBL November 1, 2018 Stewart Thank you for getting back to me I will hold off until hearing from you EFTA01403404 Lisa From: Stewart Oldfield Sent: Monday, November 05, 2018 11:53 AM To: Lisa-M Ramos Cc: Michael Coomb-Smith >; Bradley Gillin ; Richard Iarossi Subject: RE: A/C# - (SBL Pending) Revised SBL November 1, 2018 Lisa, The account address has not changed. Let me sort out why we are getting the statements returned. Might be a mail room issue at the client's building. Thanks From: Lisa-M Ramos Sent: Monday, November 05, 2018 10:14 AM To: Stewart Oldfield Cc: Michael Coomb-Smith Subject: RE: A/C# - (SBL Pending) Revised SBL November 1, 2018 I have checked the system and the address for the below account has not been updated the account will be put in SBL by EOD EFTA01403405