EFTA01582947.pdf

ACH Payments Internal Transfer (Debits/Credits) Asset Purchases•Bales LOW (1.10) 510 000 TO 550000 What Is the initial/ongoing source of funding for the clients Client Directed Asset I Brokerage Account(s) ? This is a long-standing existing brokerage relationship. Continued source of funding is from invoslmont proceeds. What IS the purpose/intended use of account(s)? Please provide a detailed description of how the Client Directed Asset s Brokerage Accounts) will be used by the client To preserve and pow wealth Managed Fiduciary/Trust Account(s) Transaction Types Expected Activity Levels Anticipated Dollar Amount Totals per Month Cash Deposits Cash 1Atithdrawals Check Deposits Checks Pad Incoming Wires (Domestic) Outgoing Wires (Domestic) Incoming Wires (International) Outgoing Wires (International) ACH Deposits ACH Payments Internal Transfer (Debits/Credits) Asset PurchasesSales Low (1.10) 410,000 What Is the initial/ongoing source of fund ng for the clients Managed Fiduciary/fru t Account(s)? We recently opened and funded (from cash) TAP ARFt. TAP DYS and OAP. IHO strategies - fury managed by JPM Continued source of funding (if any) would come from investment proceeds. What is the purpose/intended use of account(s)? Please provide a detailed description of how the Managed Ficluclary(Trust Accounts) will be used by the client. To preserve and grow wealth Additional Client Information Please Include any additional Information that would further explain your knowledge of the client (family treemistory, public Information, websites, etc. Comment History rit inTTMI Creation Date Entered B Comment Preview There are no comments entered at this time. Approval History =MEE S noff Date Owner SID Owner Name Banker Attestation 03,152013 1114 1095550 KIRSTEN A SICHLER NA Markel Manager 03x15201311:15 0037276 THOMAS I< SOUTHMAYD As• oval AM Confidential Treatment Requested by JPMorgan Chase JPM-SDNY-00062532 EFTA01582947