EFTA01399698.pdf

Subject: FW: IWP activation of onboarded clients [I] From: Ian Salters ..z > Date: Mon, 25 Feb 2019 15:15:34 -0500 To: Alan Brody < :.• Classification: For internal use only FYI From: Ian Salters Sent: Monday, February 25, 2019 2:46 PM To: Thomas Klemm Cc: Julia-C Vetter < ; Ian Salters Subject: IWP activation of onboarded clients [I] Classification: For internal use only Thomas this is the present onboarding situation for both GM & WM. There are daily discussions between the desk and Nina in JAX on priorities, she interacts with both the GM & WM onboarding teams. Once we experience any issues with COB JAX, RM's etc. we will immediately elevate to you (we are working on implementing an elevation procedure). WM: 21 accounts review (3 high priority, 4 medium & 14 low priority) 3 High priority: 0 2 cases are with COB JAX to review documentation that client has submitted - 15th Feb 0 1 case split into 3 accounts (2 with COB JAX & 1 with Banker to review) — 22nd Feb GM: 21 accounts under review (7 High priority, 6 Medium, 8 low) 7 High priority EFTA01399698 O 5 cases require further client feedback, with COB JAX reviewing what they can — 21st Feb O 1 case is new and waiting a list of requirements from COB JAX O 1 case is amending the ISDA, awaiting feedback from COB JAX. Onboarded in 2019 (YTD revenue —EUR30k) 4 WM accounts 8 GM accounts Regards Ian From: Thomas Klemm Sent: Monday, February 25, 2019 9:32 AM To: Patrick Campion Cc: Ian Salters Subject: RE: IWP activation of onboarded clients [I] Hi Ian, can you pls provide the status of the current list and the iWP activities to get the accounts opened. As agreed, this list resides with IWP. Best, EFTA01399699 From: Patrick Campion Sent: Montag, 25. Februar 2019 09:30 To: Thomas Klemm a> Subject: FW: IWP activation of onboarded clients [I] Who on our team can give me a status on the IWP accounts that have delayed account opening? See below. Sent with BlackBerry Work (www.blackberry.com) From: Fabrizio Campelli ‹ > Date: Monday, Feb 25, 2019, 8:26 AM To: Patrick Campion , Lok Yim Claudio de Sanctis Subject: FW: IWP activation of onboarded clients [I] Classification: For internal use only Gents This seems like a no-brainer measure to try and drive more IWP activity with 71 high potential clients. How can I help to make this happen? Thanks EFTA01399700 -f From: Sandra Wirfs Sent: 25 February 2019 13:03 To: Fabrizio Campelli Subject: IWP activation of onboarded clients [I] Classification: For internal use only Not sure if you have seen this really good analysis done by IWP on onboarded clients without revenues, which answered the questions from the MRMs on how to activate more IWP clients / pipeline. Big opportunity one would hope. fcid:[email protected] EFTA01399701