EFTA00926984.pdf

From: "jeffrey E." <jeevacation®gmail.com> To: Richard Kahn Subject: Re: Chomsky / Bainco Date: Mon, 11 Dec 2017 14:27:14 +0000 Inline-Images: image001.png; image001(1).png Thurs On Mon, Dec 11, 2017 at 3:24 PM Richard Kahn < > wrote: Richard Kahn HBRK Associates Inc. 575 Lexington Avenue 4th Floor New York, NY 10022 Begin forwarded message: From: Isabel Scharmer <I Subject: RE: Chomsky / Bainco Date: December 11, 2017 at 9:20:07 AM EST To: Noam Chomsky < Valeria Chomsky Cc: Sam Bain < , Kathleen O'Malle < >, Robert Katz >, Richard Kahn < Hi Richard, Please call me at at your convenience. Thank you, Isabel Isabel Scharmer, CFA Managing Director Portfolio Strategist 699 Bo lston Street 10th Floor Boston, MA 02116 V Email Signature Logo EFTA00926984 From: Noam Chomsky imailto: Sent: Saturday, December 9, 2017 5:01PM To: Isabel Scharmer .(1 ); Valeria Chomsky A Cc: Sam Bain a l>; Kathleen O'Malley c >; Robert Katz < 1.; Richard Kahn Subject: Re: Chomsky / Bainco Could you please contact our financial adviser, Richard Kahn, about how to proceed with this. Thanks Noam On Fri, Dec 8, 2017 at 10:01 AM, Isabel Scharmer > wrote: Dear Noam, We hope you and Valeria are well. As we approach the end of 2017, we are writing to clarify our understanding of your relationship with Bainco at this time. Outlined below are the accounts you have at Bainco and our understanding of our continuing services for you, pending any near term decisions that you may make regarding your account. We very much would appreciate further clarification by the end of the year so we can continue to provide our best advice regarding your assets and our best judgment to maximize benefits to you and your family. • Noam Chomsky IRA and Inherited IRAs: You have instructed us to take no action with respect to these accounts and, consequently, we have refunded the 4Q17 management fee. We will continue to provide quarterly reports as in the past. • Noam Chomsky Revocable Trust and Gull Haven Lane: We are not actively managing these accounts and are not charging a management fee. We will continue to provide quarterly reports as in the past. • Carol Chomsky Exempt and Non-Exempt Marital Trusts: We are continuing to manage the assets in these accounts and will continue to bill our annual management fee on a quarterly basis as in the past (1% for Non-Exempt and 1.25% for Exempt Marital Trusts). Please let us know at your earliest convenience if our understanding is incorrect on any of these accounts or if we should anticipate changes to custodian or asset manager. Regards, Isabel and Sam Isabel Scharmer, CFA Managing Director Portfolio Strategist 699 Boylston Street I 10th Floor I Boston, MA 02116 EFTA00926985  Le'Email Signature Lout) This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email. This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument or as an official confirmation of any transaction. Market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The comments or statements made herein do not necessarily reflect the opinions of Bainco International Investors, LLC, its subsidiaries and affiliates. The email may contain confidential or proprietary information. If you are not the intended recipient of this email, please immediately reply to the sender and make the sender aware of the mistake and then delete the email. please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacationO)gmail.com and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved ;.] EFTA00926986