📄 Extracted Text (386 words)
Subject: RE: Butterfly Trust [C] [I]
From: Coley Jellinghaus
Date: Thu, 11 Oct 2018 15:34:58 -0400
To: Stewart Oldfield ‹ >
Classification: For internal use only
Perfect.
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Coley Jellinghaus
Managing Director I Head of Investment Solutions Group
Wealth Management Americas
DB Securities Inc.
345 Park Avenue. 10154-0004 New York. NY, USA
From: Stewart Oldfield
Sent: Thursday, October 11, 2018 3:33 PM
To: Coley Jellinghaus
Subject: FW: Butterfly rus
FYI
From: Liam Osullivan
Sent: Thursday, October 11, 2018 3:31 PM
To: Stewart Oldfield
Cc: Martin Zeman Zbynek Kozelsky
an a ters
EFTA01427859
Subject: Butterfly Trust [C]
Classification: Confidential
I discussed the below with Ziggy, Ian and Martin.
We propose that the Butterfly Trust is opened with the KCP team. We will
open the account under the N4G prefix. We will request a new CA number for
Martin Zeman that will be used to separate Butterfly Trust from accounts
that have signed KCP packages on file. Martin will sign a quarterly
attestation that the account is not being offered KCP products.
Kind regards,
Liam O'Sullivan
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Liam O'Sullivan
AVP I Key Client Partners - US
DB Securities Inc
Deutsche Bank Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
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are sophisticated institutional investors within the meaning of the FINRA
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characteristics and investment risks of, and exercising independent judgment
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discussed herein is conditional on your becoming a client of Deutsche Bank.
Key Client Partners (KCP) products, investment ideas and solutions and
related matters discussed herein are provided for discussion purposes only,
and strictly on a non-advisory basis. The KCP Americas desk does not provide
investment advice. The information set forth herein is confidential and
personal to you and is being presented for your information and for
EFTA01427860
discussion purposes only. Any reproduction and/or redistribution thereof (in
whole or in part) or disclosure of its content without our written consent
is strictly forbidden. This communication does not create any legally
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EFTA01427861
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EFTA01427859
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