📄 Extracted Text (275 words)
Subject: Fwd: Butterfly trust
From: Richard Kahn <E >
Date: Fri, 30 Dec 2016 12:37:07 -0500
To: Stewart Oldfield ‹ >
did we resolve this when we spoke a month ago or are these new
questionsplease advise
thanks
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
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Begin forwarded message:
From: Cynthia Rodriguez <II >
Subject: Butterfly trust
Date: December 19, 2016 at 5:56:23 PM EST
To: Richard Kahn ‹ >
> Hi Rich,
Hope all is well. Our compliance group is reviewing the recent update that
was made to the beneficiaries of the Butterfly Trust, and they have a few
questions regarding the trust:
What is the purpose of this trust, as it is not cleared within the
original trust agreement
Based on the supporting documents provided, where in the trust
agreement does it support the change of beneficiaries?
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Why are the beneficiaries changing?
Please provide guidance on the above questions, and revert back at your
leisure. Thank you in advance for your help.
Kind regards,
Cynthia Rodriguez
{cid:[email protected]}
Cynthia Rodriguez
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
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EFTA01418544
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