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Subject: RE: Butterfly Trust [C]
From: Stewart Oldfield
Date: Thu, 11 Oct 2018 15:32:22 -0400
To: Liam Osullivan
Cc: Martin Zeman
Zbynek Kozelsk
Ian Salters <
Bradley Gillin
Richard Iarossi
Thank you. Who needs to sign off on next steps? We have the account docs
and a current KYC, so would like to open as soon as we can. I appreciate
everyone's help on this
From: Liam Osullivan
Sent: Thursday, October 11, 2018 3:31 PM
To: Stewart Oldfield
Cc: Martin Zeman ; Zb nek Kozelsk
; Ian Salters >
Subject: Butterfly Trust [C]
Classification: Confidential
I discussed the below with Ziggy, Ian and Martin.
We propose that the Butterfly Trust is opened with the KCP team. We will
open the account under the N4G prefix. We will request a new CA number for
Martin Zeman that will be used to separate Butterfly Trust from accounts
that have signed KCP packages on file. Martin will sign a quarterly
attestation that the account is not being offered KCP products.
Kind regards,
Liam O'Sullivan
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Liam O'Sullivan
AVP I Key Client Partners - US
EFTA01423555
DB Securities Inc
Deutsche Bank Wealth Management
345 Park Avenue, 10154-8004 New York, NY, USA
Tel.
Email
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EFTA01423556
ℹ️ Document Details
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bbd247ae3a3e703a859513680f068e29ac049ddaedf588def75e322553ffe31d
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EFTA01423555
Dataset
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