EFTA01350656.pdf

Subject: Re: Southern Trust and Southern Financial [I] From: Amanda Kirby < Date: Tue, 13 Aug 2013 17:17:25 -0400 To: Jay Lipman Classification: For internal use only Southern Trust/Southern Financial: Approx net worth in investable assets: SINN % of Net worth in Retirement accounts: 10% Years of experience in each asset class: 2 years (newly formed companies but ultimate beneficial owner has had at least 25 years of experience) Investment objectives (has to have two): Growth. Income Other brokerage accounts: JP Morgan Jeffrey Epstein: Approx net worth in investable assets: $50MM % of Net worth in Retirement accounts : 10% Years of experience in each asset class: 25 years Investment objectives (has to have two): Growth. Income Other brokerage accounts: JP Morgan From: Jay Lipman/db/dbcom To: Amanda Kirby/db/dbcom@DBAMERICAS, Date: 08/13/2013 05:06 PM Subject: Southern Trust and Southern Financial [I] Classification: For internal use only Hey, I looked through the docs and there's a few more pieces I need. The NAO system just trips if it doesn't have these pretty menial. So, for all, I need: Approx net worth in investable assets % of Net worth in Retirement accounts Years of experience in each asset class Investment objectives (has to have two) Other brokerage accounts EFTA01350656 Kind Regards, Jay Lipman (Embedded image moved to file: pic25296.gif) Jay Lipman Analyst I Markets Coverage Group Deutsche Bank Securities Inc Deutsche Asset & Wealth Management 345 Park Avenue - 26th Floor New York, NY 10154 Tel. Fax Email (Embedded image moved to file: pic29631.gif) EFTA01350657