EFTA01463641.pdf

Subject: Re: Lead Denied From: Kusam Saini Date: Tue, 03 Sep 2013 14:51:34 -0400 To: Amanda Kirby Cc: Paul Morris PWM AOG <pwm Classification: For internal use only Hi Amanda, Thanks for the confirmation. Your lead has been converted. Kind Regards, Kusam Saini Private Wealth Management - US Operations DBOI Global Services Private Limited Tel. Phone : Email Please Direct all inquiries to Group Mail Box: PWM AOG/db/dbcom From: Amanda Kirby/db/dbcom@DBAMERICAS To: Kusam Saini/db/dbcom@DBAMERICAS, Cc: Paul Morris/db/dbcom@DBAMERICAS Date: 03-09-2013 14:47 Subject: Re: Lead Denied Classification: Public Hi Kusam, Our lead is different. Our Richard Kahn has an office based in New York, NY while "Richard Kahn Esq" in the system has an office in NJ. Their phone numbers are also different. Please approve our lead. From: Kusam Saini EFTA01463641  To: Date: 09/03/2013 02:44 PM Subject Lead Denied ***YOUR LEAD HAS BEEN DENIED*** Your lead has been denied for the following reason: There are two matching conatcts with the same name "Richard Kahn Esq" and Mr: Richard Kahn Esq" from NJ. Please inform us via email if your individual is a different customer. For any query please email us. Lead Name: Richard Kahn Primary Officer: Paul Morris Lead record Created by: Amanda Kirby on 9/3/2013 You need to update "Comment to Controller" if you want to challenge denial. Otherwise, Lead will be deleted. If you are already logged into DB Force: Click here to view this record https://na4.salesforce.com/00O6000000qUGJB To log into DB Force, please go to: http://dbinsight.db.com and click on the DB Force link. EFTA01463642