📄 Extracted Text (258 words)
Message
From: Campbell, Randy
Sent: 8/2/2019 2:26:50 PM
To: 'G Max'
Subject: RE: Accounts at UBS
Thank you. Let me know if there is anything we can do to assist or if you have any questions.
From: G Max [mailto:
Sent: Friday, August 02, 2019 10:25 AM
To: Campbell, Randy
Subject: [External] Re: Accounts at UBS
Randy, I am in receipt of the bellow and am in the process of finding a new home and will advise
Thank you
From: " "<
Date: Thursday, August 1, 2019 at 7:26 AM
To: GMAX <
Subject: Accounts at UBS
Ms. Maxwell,
I have tried reaching you by phone, but have been unable to connect. As I believe you are aware, UBS has made a
decision that we can no longer continue providing banking and wealth management services to you and your related
entities. As a result, we kindly ask that you initiate the transfer of your assets to another financial institution within 30
days. In addition, we will no longer be able to accept deposits into your accounts or the related entities without prior
approval from UBS.
Please feel free to contact me at the number below to provide transfer instructions for your assets or if you don't
believe you can transfer your accounts within 30 days. Alternatively, the firm to which you plan to transfer your
accounts can generally initiate the transfer of your assets upon request. We thank you in advance for your attention to
this matter.
Best
Randy Campbell
Executive Director
Private Wealth Management
CONFIDENTIAL UBSTERRAMAR00004492
EFTA00239754
ℹ️ Document Details
SHA-256
560016cae0f854e4926c21145be5b38c1891fc911de3345fbe8ae488a2e92b61
Bates Number
EFTA00239754
Dataset
DataSet-9
Document Type
document
Pages
1
Comments 0