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• Who are IWP clients or Leads;
• Who has a package (client) and who does not (lead).
You can ignore the PM Qualified tags as this relates to Private Markets. Can you quickly (and I would not waste too much time) cast
your eye over the SCRUB file to see if I have missed any clients off or missed any packages. The file I got from Josh was from
December so we may have some extra ones.
Kind regards,
Ian Salters
Ian Sal ers
COO Americas Institutional Wealth Partners
DB Securities Inc
Deutsche Bank Wealth Management
345 Park Avenue. 10154-0004 New York. NY, USA
Visit us: blip detthehewealth corn
#Positivelmpact
IWP products and services are intended for and available only to sophisticated, experienced investors who qualify as "institutional
accounts' under FINRA Rule 4512(cX3), 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 (NVP).
Material herein regarding NVP 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. CRIM. P. 6(e) DB-SDNY-0043493
CONFIDENTIAL SDNY_GM_00189677
EFTA01357135
ℹ️ Document Details
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EFTA01357135
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