📄 Extracted Text (328 words)
Subject: RE: Butterfly Trust
From: Cynthia Rodriguez
Date: Wed, 05 Oct 2016 15:20:18 -0400
To: Richard Kahn <
Stewart Oldfield
Hi Rich,
Is still a beneficiary?
Kind regards,
Cynthia Rodriguez
fcid:[email protected]
Cynthia Rodriguez
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel
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From: Richard Kahn
Sent: Wednesday, October 05, 2016 3:00 PM
To: Stewart Oldfield
Cc: Cynthia Rodriguez
Subject: Re: Butterfly Trust
EFTA01419442
Darren Indyke
Livingston, NJ 07039
Karyna Shuliak
New York, NY 10065
Richard Kahn
New York, NY 10021
EFTA01419443
thank you and please call me with any questions
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
On Sep 30, 2016, at 2:24 PM, Stewart Oldfield ‹ >
wrote:
Rich,
Can you send when you get a chance? And if there have been any more recent
changes in trustee/beneficiary info, please send those so we have a complete
record. Thanks and have a good weekend.
From: Cynthia Rodriguez
Sent: Friday, September 30, 2016 2:23 PM
To: Stewart Oldfield
Subject: Butterfly Trust
EFTA01419444
Hi Stew,
Based on the updated documentation received regarding this trust, we will
need to update our KYC on file for the new beneficiaries. Please provide the
full legal name and address of each new beneficiary. Once we obtain this
information, our records will be up to date. Thank you.
Kind regards,
Cynthia Rodriguez
<image001.png>
Cynthia Rodriguez
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
ork, NY, USA
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EFTA01419445
EFTA01419446
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