EFTA01475321.pdf

Pipeline Summary Opportunity Name Customer Name Close Date Product Name Actual Assets Stru cture BPS/Flat Fee JTWROS Brokerage Additional Brokerage Southern Financial LLC 75 12/31/2015 Brokerage (Commissions) 7500 0000 Flat Fee 2000000 2000000 Paul Morris EFTA01475321 Paul 25 Customer Name Customer Number Status Relationship Classification Rel. Net Worth Relationship Investable Assets (Est.) Revenue Potential ($M per annum) Last Modified Date Last Activity Date Date Contacted Forbes Ranking Category Notes 3 G CAPITAL RELATIONSHIP 00000492967 Active Tier 2 ######## H EFTA01475322 EFTA01475323 Stew 25 Customer Name Customer Number Status Relationship Classification Rel. Net Worth Relationship Investable Assets (Est.) Revenue Potential ($M per annum) Last Modified Date Last Activity Date Date Contacted Category Notes EFTA01475324 EFTA01475325 Prospects Customer Name Customer Number Status Relationship Classification Rel. Net Worth Relationship Investable Assets (Est.) Revenue Potential ($M per annum) Last Modified Date Cate •or EFTA01475326 EFTA01475327 Manage My Top 25 Prospect Relationships Copyright (c) 2000-2015 salesforce.com, inc. All rights reserved. Confidential Information - Do Not Distribute Generated By: Jj Litchford 10/19/2015 4:30 PM Deutsche Bank Private Bank EFTA01475328 Pipeline- Full Opportunity Name Customer Name Close Date Probability (%) Product Name Actual Asset s Fee Structure BPS Flat Fee Revenue Sales Team Member i lona =ro erage ou ern nancia =ro erage ommiss ons 0000 Flat Fee 2000000 2000000 Paul Morris EFTA01475329 EFTA01475330 EFTA01475331