EFTA01415724
EFTA01415737 DataSet-10
EFTA01415739

EFTA01415737.pdf

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Subject: Re: Gratitude America, Ltd (C] From: Richard Kahn <I > Date: Fri, 10 Aug 2018 11:14:07 -0400 To: Stewart Oldfield < > Cc: Bradley Gillin <e~lala, Bella Klein < ok we will send back on tuesday thank you Richard Kahn HBRK Associates Inc. 575 Lexington Avenue 4th Floor New York, NY 10022 tel fax cell > On Aug 10, 2018, at 11:13 AM, Stewart Oldfield < > wrote: > If you can return these first thing next week, we will be able to use the last annual KYC we did a nd expedite account opening. > In related news, we will need to gather some updated does for Gratitude and a few other accounts f or their annual reviews shortly. Brad will gather the list of items we need for those reviews early next week. > Thanks Original Message • > From: Bradley Gillin > Sent: Wednesday, August 08, 2018 4:10 PM > To: Stewart Oldfield < >; 'Richard Kahn' < > Cc: 'Bella Klein' < > Subject: RE: Gratitude America, Ltd [C] • > Classification: Confidential • > Hi Rich, > Please find attached account opening paperwork. > Please complete the resolution. All other documents have pre-filled and marked for execution. • > Thank you. • > Regards, > Brad • > Bradley Gillin > Vice President > Deutsche Bank Wealth Management > 345 Park Avenue, 24th Fl > New York, NY 10154 > Tel. > Fax > Email > Securities offered through Deutsche Bank Securities Inc. • Original Message > From: Stewart Oldfield > Sent: Wednesday, August 08, 2018 11:12 AM > To: Richard Kahn .4 > Cc: Bella Klein < >; Bradley Gillin < > Subject: RE: Gratitude America, Ltd Yes, rate is currently 1.8% so definitely worth moving over. If there is cash that you don't need daily liquidity on, can also move into CDs for an even higher rate - 2.25% for 3m, 2.6% for 6m curr EFTA01415737 ently. • > We will send account does to you as soon as possible. I'm on my mandatory two week absence starti ng Monday, so Brad will run with this. > Thanks. • Original Message > From: Richard Kahn (mailto: > Sent: Wednesday, August 08, 2018 10:43 AM > To: Stewart Oldfield < > Ce: Bella Klein < > Subject: Gratitude America, Ltd > can we set up an AG account with higher interest as we now have 2mm in checking please advise than ks > Richard Kahn > HBRK Associates Inc. > 575 Lexington Avenue 4th Floor > New York, NY 10022 > tel > fax > cell > This communication may contain confidential and/or privileged information. If you are not the inte nded recipient (or have received this communication in error) please notify the sender immediately a nd destroy this communication. Any unauthorized copying, disclosure or distribution of the material in this communication is strictly forbidden. • > Please refer to https://db.com/disclosures for additional EU corporate and regulatory disclosures. > Deutsche Bank does not render legal or tax advice, and the information contained in this communica tion should not be regarded as such. EFTA01415738
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EFTA01415737
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DataSet-10
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document
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2

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