📄 Extracted Text (228 words)
Let's revisit our checklist? Get Joerg and all back involved?
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Tazia Smith
Director I Key Client Partners - US
Deutsche Bank Securities Inc
Deutsche Asset & wealth Management
345 Park Avenue, 26th Floor
New York. NY 10154
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From: Jay Lipman/db/dbcom
To: Kevin Quinn/db/dbcom@OBAMERICAS,
Cc: , Tazia Smith/db/
Date: 01/25/2014 03:59 PM
Subject: Re: New Capital Markets Flow Client - Onboarding Package [I]
Classification: For internal use only
Hi Kevin,
I agree that we should put together on-boarding packets for each type of
client, I will take ownership of these and work on putting them together.
with regards to client set up for capital markets trading, thus far I have
only been involved on the AwM/Pcs side (i.e. options, sP's, Fx). As such, I do
not have the extensive list of what would be required for Autobahn/Ms set
up. I will reach out to the appropriate parties downtown to get this
information and provide it as soon as I have it. Thanks Kev
Kind Regards,
Jay Lipman
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Jay Lipman
Analyst I Key Client Partners
DB Securities Inc
Deutsche Asset & wealth Management
345 Park Avenue. 10154-0004 New York, NY, USA
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CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 111984
CONFIDENTIAL SDNY_GM_00258168
EFTA01454067
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