EFTA01468608.pdf

Subject: Re: Black Follow Ups week of 4/28 [I] From: Paul Morris < Date: Wed, 30 Apr 2014 10:18:42 To: Tazia Smith Cc: Amanda Kirby Vahe Stepanian < Classification: For internal use only hi, can we prepare a package fort them today? Tazia lets call eileen this a.m Paul Morris Managing Director Deutsche Bank Private Bank 345 Park Avenue, 27th Floor New York, NY 10154 Office: Cell: From: Tazia Smith/db/dbcom To: Paul Morris/db/dbcom@DBAMERICAS, Cc: Amanda Kirby/db/dbcom@DBAMERICAS, Vahe Stepanian/db/dbcom@DBAMERIC AS Date: 04/29/2014 06:13 PM Subject: Re: Black Follow Ups week of 4/28 [I] Classification: For internal use only yes - sounds good is eileen going to the freize dinner on thurs? (Embedded image moved to file: pic27106.gif) Tazia Smith Director I Key Client Partners - US EFTA01468608 DB Securities Inc Deutsche Asset & Wealth Management 345 Park Avenue 10154-0004 New York, NY, USA Tel. +1 Fax +1 Mobile +1 Email (Embedded image moved to file: pic20380.gif) From: Paul Morris/db/dbcom To: Tazia Smith/db/dbcom@DBAMERICAS, Cc: Amanda Kirby/db/dbcom@DBAMERICAS, Vahe Stepanian/db/dbcom@DBAMERIC AS Date: 04/29/2014 05:22 PM Subject: Re: Black Follow Ups week of 4/28 [II Classification: For internal use only thanks, let's touch base in the am. and get some of these moving tomorrow, thx Paul Morris Managing Director Deutsche Bank Private Bank 345 Park Avenue, 27th Floor New York NY 10154 Office: Cell: From: Tazia Smith/db/dbcom To: Paul Morris, EFTA01468609  Cc: Amanda Kirby/db/dbcom@DBAMERICAS, Vahe Stepanian/db/dbcom@DBAmeric as Date: 04/28/2014 04:05 PM Subject: Black Follow Ups week of 4/28 [I] Classification: For internal use only * * CONFIDENTIAL. INTERNAL ONLY. * * Paul - I spoke with CRM. Good news: (1) Leon opened a personal account, easier for ISDA negotiation than an entity, (2) they understand and are receptive to us emulating SOFL's terms and agree that this should greatly accelerate the process. Bad news: CRM won't begin the process until we have a PFS in house - the bulk of the asset side of his balance sheet may be publicly available, but his liability side is not. Recap for Leon: Tuesday 4/29 - Tazia/Vahe/Jay - plan out all information required and prepare all documents for account to mirror Jeffrey's (AWM and CB&S) to be able to send email to Eileen/Darren [Wednesday]. Need to include in London onboarding discussions as well. Equity Derivs, FX, Commods, etc... - Paul/Tazia - check in with Eileen, thank you and our team be sending through additional paperwork for completion, ISDA draft to follow as soon as PFS is in house (will move forward with the negotiation with Darren) Wednesday 4/30 - Team - Send add'l paperwork over to Eileen/Darren (Embedded image moved to file: pic12811.gif) Tazia Smith Director I Key Client Partners - US DB Securities Inc Deutsche Asset & Wealth Management 345 Park Avenue 10154-0004 New York, NY, USA Tel. +1 Fax +1 Mobile Email (Embedded image moved to file: pic05015.gif) EFTA01468610 EFTA01468611