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📄 Extracted Text (319 words)
From: Nina Tonal I
Sent: 5/16/2019 2:38:49 PM
To: 0avide-A Sferrazza
Subject: Client tracking (Ij
Attachments: Client Tracking 2019 IWP Americasidsx; IWP Accounts_Summary_Funda (03.13.19).xlsx
Classification: For Internal use only
• The onboarded client and entity count should only be those who have signed the IWP package (don't include GM
or WM accounts that have not)
• When you have completed the template can you try and get the date of onboarding for those proposed to
offboard, see below in yellow
• Funda file should help us
Kind regards,
Nina Tona
Deutsche Bank Wealth Management
Institutional Wealth Partners - Business Manager Americas
(Anitmasi Lid
9,22 Jadoonvilk Fi. 3225.6
Tel: +
dalkalrm O.1.01&901
#Positive Impact
IWP products and services are intended for and available only to sophisticated, experienced investors who qualify as
Institutional accounts" under FINRA Rule 4512(c)(3), and are capable of evaluating the investment benefits and risks of,
and exercising independent judgment in evaluating and determining whether to enter into, sophisticated trading strategies
and financial transactions. Transactions are subject to relevant internal approvals of Deutsche Bank or its affiliates prior
to execution, and no transaction, idea or opportunity discussed herein may be executed unless you are a client of
Deutsche Bank and of the Institutional Wealth Partners group (IWP).
Material herein regarding IWP products, investment ideas and solutions is for discussion purposes only. While brokerage
services offered through the IWP Americas desk may include investment recommendations and brokerage advice, IWP
does not provide investment management or investment advisory services, and private market opportunities and other
products and services available through IWP are offered only on a non-advisory basis.
This communication is confidential and personal to you, solely for your information and for discussion purposes only, and
does not create any legally binding obligation. Reproduction or distribution of any material herein without our written
consent is strictly forbidden.
CONFIDENTIAL - PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0053958
CONFIDENTIAL SDNY_GM_00200142
EFTA01363740
ℹ️ Document Details
SHA-256
77ea400eca9489bcb9db7c0ec419051f209590b173b896cf3789f1b8b181028e
Bates Number
EFTA01363740
Dataset
DataSet-10
Type
document
Pages
1
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