📄 Extracted Text (570 words)
Subject: RE: Butterfly Trust [C]
From: Zbynek Kozelsky
Date: Thu, 11 Oct 20181!
To: Stewart Oldfield ‹ >
Kim Hart
fcid:[email protected]
Zbynek "Ziggy" Kozelsky
Director I Branch Administrative Manager
Investment Solutions Group US & Latin America
Deutsche Bank Securities Inc.
Deutsche Bank Wealth Management
345 Park Avenue, 24th Floor
New Yor
Tel. +1
Email:
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EFTA01431078
From: Stewart Oldfield
Sent: Thursday, October 11, 2018 3:32 PM
To: Liam Osullivan
Cc: Martin Zeman Zbynek Kozelsky
; Ian Salters < MI >; Bradley Gillin
Richard Iarossi
Subject: RE: Butterfly Trust [C]
Thank you. Who needs to sign off on next steps? We have the account docs
and a current KYC, so would like to open as soon as we can. I appreciate
everyone's help on this
From: Liam Osullivan
Sent: Thursday, October 11, 2018 3:31 PM
To: Stewart Oldfield
Cc: Martin Zeman >; Zbynek Kozelsky
; Ian Salters
Subject: Butterfly Trust [C]
Classification: Confidential
I discussed the below with Ziggy, Ian and Martin.
We propose that the Butterfly Trust is opened with the KCP team. We will
open the account under the N4G prefix. We will request a new CA number for
Martin Zeman that will be used to separate Butterfly Trust from accounts
that have signed KCP packages on file. Martin will sign a quarterly
attestation that the account is not being offered KCP products.
Kind regards,
Liam O'Sullivan
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EFTA01431079
Liam O'Sullivan
AVP I Key Client Partners - US
DB Securities Inc
Deutsche Bank Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Email
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EFTA01431080
ℹ️ Document Details
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ecdc145a16a8141dd8c11ad289d8217802780d96adf5df8ee0cb424b37f6949e
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EFTA01431078
Dataset
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3
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