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📄 Extracted Text (328 words)
2. ISDA — Nina and Davide
3. Revenues — Nina and Ali
4. Live Trade — Davide first shot, then Nina will help
5. GM or Umbrella Account — Davide and Nina
WM
GM or Good
Client/ dbcar Live KCP KYC GM 2017
Team Umbrella Active Retain To ISDA Banker ACO RP RR
Account ID Trade Coverage Outreach Revenues
Account Trade
Name
Tab 2- 'atore, Tab 3- 'Ur, Tab 4 -'Alex Brown' - Will show
In addition to the info in Tab 1, it will also have all the products they are active for
Tab 5 — Off-Boards — WM show
The clients that we have decided we no longer want to retain
Thanks
Kind regards,
Nina Tona
Associate
Business Control Manager, Key Client Partners —Americas
Deutsche Bank Wealth Management
5022 Gate Parkway
Jacksonville, Florida 32256
Tel. +1(904)2714445
Email
KCP products and services are intended and available onlyfor persons who ore sophisticatedinstitutionalinvestors within the meaning of the AMA Rule 4512(C)(3), and who are
copoble of evaluating the strategies, charoctenstics and investment asks of, and exercising independent judgment in evaluating, the ideas and products discussed herein. Trades
and transactions we subject to relevant internal approvals of 08.5lor its aff ihates prior toextortion, and the execution of any transaction or idea discussed hereinis conditional on
your becoming o client of Deutsche Bank
Key Client Partners (KCP)prOducts, investment ideas and solutions and related mailers discussed herein ore provided for discussion purposes only, and strictly on a non-
advisory basis. The kCPAmencos desk does not provide investment advice.
The information set forth herein is confidential andpersonal to you and is being presentedfor your information andfor discussion purposes only. My reproduction
and/or redistribution thereof (in whole or in port) or disclosure of its content without our written consent is strictlyforbidden. This communication does not create any
legally binding obhgotton on the port of 08St or any of its affiliates.
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0052202
CONFIDENTIAL SONY GM_001983103
EFTA01362670
ℹ️ Document Details
SHA-256
da17a7ed2218d3a6184abb75ff73428980e6473ac84b1bfb2c4236ebd003dc47
Bates Number
EFTA01362670
Dataset
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Type
document
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1
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