EFTA01369492.pdf

2018 Account Planning RM contribution Relationship Name: [Type Here] Banker Team: [Type Here] GCIS Number: [Type Here] Relationship Team: ISG: Trust/Custody: DPM: WPS: KCP: Deposits: Lending: Other: Client Profile (Please add a narrative on the client here, based on what you know and your relationship which could include any or all of the below which is meant to be a guide) [Type here] • Customer profile, background information and source of wealth details • Customer's current occupation and source of income • Decision makers other than customer • History of relationship with customer (relationship with DB and personal relationship with client) • Customer's business with other DB divisions • Client's family/business • Where does the Customer bank aside from DB? Include the names of the institutions, products and estimoted assets. (if known'" *** If this is o lending relationship, please include a financial statement. Opportunities and Challenges (Please add a narrative on the client here, based on what you know and your relationship which could include any oral! of the below which is meant to be a guide) [Type here] • What ore the key opportunities to grow the relationship? • What ore the Customer's financial objectives? • What issues and/or challenges is the Customer facing? • What ore the key roadblocks to giving DB more business? Confidential CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0061778 CONFIDENTIAL SDNY_GM_00207962 EFTA01369492