EFTA01456509.pdf

From: Paul Morris Sent: 1/28/2015 12:26:11 PM To: Paul Morris Subject: FW: Client Tiering 2015 [I] Attachments: Tiering Worksheet - Morris.xlsx; Tiering Worksheet - 0ldfield.xlsx Classification: For Internal use only Paul Morris Managing Director Deutsche Bank Private Bank From: Andrea Tapia Sent: Friday, January 16, 2015 2:26 PM To: Paul Morris; Stewart Oldfield Cc: Amanda Kirby Subject: FW: Client Tiering 2015 [I] Classification: For internal use only Following Chip's email, kindly update and complete the attached list of your clients and prospects for 2015. For your reference, detailed guidance can be found in the included 'Worksheet Guide. While all data should be reviewed for accuracy, please ensure the following: • Fill in ALL highlighted cells: o Yellow blanks (key data points) o Green blanks (if customer is Tier 1 or 2 without identified industry group) • It is advised to make a relationship "Inactive" (column Q) if you are no longer pursuing a prospect or consider a relationship to have no revenue potential Please complete your respective worksheet and send it back to me by Friday, January 30. Let me know if you have any questions. Kind regards, Andrea Tapia Andrea Tapia Assistant Vice President Deutsche Bank Trust Company Americas Deutsche Asset 8 Wealth Management 345 Park Avenue. 24th Floor New York, NY 10154-0004 Securities offered through Deutsche Bark Secunties Inc. CONFIDENTIAL - PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0 115724 CONFIDENTIAL SDNY_GM_00261908 EFTA01456509