EFTA01595053.pdf

Rosalia X Cracchiolo From: Sent: To: Cc: Subject: Follow Up F Flag Status: (Cik oor level B. Please co not spfid anyth out until you here from mary casey 'riveslcr is not yet decided on e Lisa E. Waters Friday, Fetyuery 26 201C 3 07 PM Mary C Casey deg ;wig closely he business Re. Important request brle sens live Follow up Flagged From: Mary C Casey To: Lisa E. Waters Cc: csg aig closely held business Sent: Fri Feb 26 14:36:31 2010 Subject: MN: important request -- I iryou please pro...1de the Leve! h pproial? Tha-ks, IV r v From: Rosalie X Craccbiob Sent: Friday, February 26, 2010 2:33 PM To: Mary C Casey; csg aig closely held bu517e55 Cc; PB-Sewice1318 Subject: RE: Emportant request -- time se7sitive Hi Mare, We can have all docs ready for you on Monday, but in the mean tlme we will need to have approval f-orr Lisa Waters for the 1.v' 6 oot ons Can you please connect with tisa to obtain approval? Best Regards, RC From: Mary C Casey Sent; Friday, February 26, 2010 2:28 PM To; csg aag closely held business Cc: P8-Service1318 Subject: Important request -- time sensitive Just what you want to hear on a 5110W d We need to completely "re -document" the brokevage account for Financial Trust Company (cas id . It will be n asset/brokerage account ;the cl ent already has an asset account; we're adding brokerage and want all documents and information updated; and will need AL functionality ,:options level 6. e.g.; all asset classes; IPO cert form, etc EFTA01595053 , etc:. E viould ike tc redb thi .s on Vlon.:E:y. Carl w p_11 !Ile full pd.:kage togethQi? Lt e kow f yo "alte arry qc,A5TiOn 7 no:ri 1 0,9 :KY C4'...CY. r)&161Pt:, DJVCI.c•..1 P. < .4.•Orr,H?. Ne-wolir Y ICU . ,21:: 4:4431i ,re!ris, Date[mmddyr.yyl 02262010 Doc Code 017,7, 1:71. Amour 1. Nu 7 Der's Q78805001 Q30111005 ACuk DDC Ccde Doc I= 1= Form Type "CIT1A1DEL" rnbe EFTA01595054