📄 Extracted Text (596 words)
From: Amanda Kirby
To: Brad Wechsler
Cc: [email protected] <jeevacation©gmail.com>
Subject: RE: Follow up
Sent: Friday, April 10, 2015 7:52:08 PM
imarie004.chf
imaoe005.oil
imacre006.oif
Great.
Do you have time on Monday for a call? I'd like to introduce some of the brokerage team and discuss
the documents we'll be sending over
From: Brad Wechsler [mailto
Sent: Friday, April 10, 2015 3:29 PM
To: Amanda Kirby
Cc: '[email protected]'
Subject: Re: Follow up
Full power
From: Amanda Kirby Ltialtlil
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Sent: Thursday, April 09, 2015 :17 PM
To: Brad Wechsler
Subject: Follow up
Brad,
As a follow up to our conversation I wanted to highlight the difference between a Limited POA and a Full POA.
As a Limited POA Jeffrey will only be able to trade in Leon's account. As a Full POA he will be able to trade,
move assets and sign documents. I wanted to make sure this was clarified before you speak with Leon and
Jeffrey tomorrow.
Also, I know you are not currently focused on investments but a number of our family office clients have
found our deposit and cd rates attractive for excess cash and current rate environment. Since Leon already
has bank accounts opened I've attached those rates for reference.
Deutsche Bank AG Preferred CD Client Rates (Not FDIC Insured) As of April 9. 2015
Tenor Interest Rate Annual Percentage Yield
1-month 0.19% 0.19%
3-month 0.26% 0.26%
6-month 0.40% 0.40%
24-month 1.15% 1.16%
Deutsche Bank AG Preferred CD Promotional Client Rates (Not FDIC Insured) March 09.June 12, 2015
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Tenor Interest Rate Annual Percentage Yield
7month 0.55% 0.55%
12-month 0.90% 0.90%
18-month 1.05% 1.06%
Deposit Rates As of April 6, 2015
Elite products Rate Annual Percentage Yield (APY)
Checking with Interest (NOW) 0.10% 0.10%
Personal Money Market Deposit 0.35% 0.35%
Business Money Market Deposit
Balances < $50mm 0.20% 0.20%
Balances between $50mm & 0.15% 0.15%
5100mm
Balances > 5100mm 0.10% 0.10%
Please let me know if you have any questions
Best,
Amanda Kirby
Amanda Kirby
Deutsche Bank Trust Company Americas
WM Americas
345 Park Avenue, 24th Fl
10154-0004 New York, NY, USA
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EFTA_R1_00038548
EFTA01745671
ℹ️ Document Details
SHA-256
800028f845d473b147306608ae74165ebfd6b6ca33fd06044ee83481a2587828
Bates Number
EFTA01745669
Dataset
DataSet-10
Document Type
document
Pages
3
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