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📄 Extracted Text (393 words)
Subject: RE: Butterfl Trust C
From: Ian Salters
Date: Thu, 11 Oct 2018 18:51:30 -0400
To: Stewart Oldfield
Zbynek Kozels
Cc: Kimberly Hart
Martin Zeman
Liam Osullivan
I am comfortable with this.
Ian
Sent with BlackBerry Work
(www.blackberry.com)
From: Stewart Oldfield ‹ >
Date: Thursday, Oct 11, 2018, 18:32
To
Ziggy and Ian,
I just spoke to Kim (copied here). She's comfortable with this arrangement
if you both feel this meets your needs as well and we document accordingly.
Please confirm.
Thanks
From: Liam Osullivan
Sent: Thursday, October 11, 2018 3:31 PM
To
Cc
<z
Su
EFTA01426812
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
{https://brandportal.intranet.db.com/img/modules/logo.gif}
Liam O'Sullivan
AVP I Key Client Partners - US
DB Securities Inc
Deutsche Bank Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel. +1 212 454-0453
Email [email protected]
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characteristics and investment risks of, and exercising independent judgment
in evaluating, the ideas and products discussed herein. Trades and
transactions are subject to relevant internal approvals of DBSI or its
affiliates prior to execution, and the execution of any transaction or idea
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Key Client Partners (KCP) products, investment ideas and solutions and
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EFTA01426813
EFTA01426814
ℹ️ Document Details
SHA-256
1f894278d0fa552c3fab2262a5b5a88665033c7485d99a54e694c888a186d2b9
Bates Number
EFTA01426812
Dataset
DataSet-10
Type
document
Pages
3
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