EFTA01371307.pdf

5. Account Planning Outcomes — This section is to be utilized to minute key takeaways from the account planning session and will need to be completed by a member of the team present at the meeting. In addition to the minutes all opportunities / follow up actions identified should be separately logged in dbForce for purpose of future tracking All RM teams will receive a separate email within the next 24 hours with the financial and pipeline information referenced in sections 3 and 4. In addition, we will be setting up two open sessions on Wednesday (3:30PM EST) and Thursday (2PM EST) to clarify any questions you may have on how to fill out the template. Details to follow. Thanks, Manish Manish Pahlajani Wealth Management Americas 345 P rk Avenue New York. NY. USA Tel. Fax Mobi Emai Ranitrz"--irr Peeftrewt. CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0064620 CONFIDENTIAL SDNY_GM_00210804 EFTA01371307