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📄 Extracted Text (831 words)
From: Amanda Kirby
To: Brad Wechsler
Cc: [email protected] <jeevacation©gmail.com>
Subject: RE: Follow up
Sent: Friday, April 10, 2015 8:12:25 PM
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Great. Let's do 11:30. We will call you and I will send an invite out now
From: Brad Wechsler [mailto
Sent: Friday, April 10, 2015 4:07 PM
To: Amanda Kirby
Cc: '[email protected]'
Subject: Re: Follow up
Yes; 1130; 230-400
From: Amanda Kirby [mailto:
Sent: Friday, April 10, 2015 03:52 PM
To: Brad Wechsler
Cc: '[email protected]' <[email protected]>
Subject: RE: Follow up
Great.
Do you have time on Monday for a call? I'd like to introduce some of the brokerage team and discuss
the documents we'll be sending over
From: Brad Wechsler [mailto
Sent: Friday, April 10, 2015 3:
To: Amanda Kirby
Cc: '[email protected]'
Subject: Re: Follow up
Full power
From: Amanda Kirby [mil gillipM
Sent: Thursday, April 09, 201 :
To: Brad Wechsler
Subject: Follow up
Brad,
As a follow up to our conversation I wanted to highlight the difference between a Limited POA and a Full POA.
As a Limited POA Jeffrey will only be able to trade in Leon's account. As a Full POA he will be able to trade,
move assets and sign documents. I wanted to make sure this was clarified before you speak with Leon and
Jeffrey tomorrow.
Also, I know you are not currently focused on investments but a number of our family office clients have
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found our deposit and cd rates attractive for excess cash and current rate environment. Since Leon already
has bank accounts opened I've attached those rates for reference.
Deutsche Bank AG Preferred CD Client Rates (Not FDIC Insured) As of April 9. 2015
Tenor Interest Rate Annual Percentage Yield
1-month 0.19% 0.19%
3-month 0.26% 0.26%
6-month 0.40% 0.40%
24-month 1.15% 1.16%
Deutsche Bank AG Preferred CD Promotional Client Rates (Not FDIC Insured) March 09-June 12, 2015
Tenor Interest Rate Annual Percentage Yield
7month 0.55% 0.55%
12-month 0.90% 0.90%
18-month 1.05% 1.06%
Deposit Rates As of April 6, 2015
Elite products Rate Annual Percentage Yield (APY)
Checking with Interest (NOW) 0.10% 0.10%
Personal Money Market Deposit 0.35% 0.35%
Business Money Market Deposit
Balances < $50mm 0.20% 0.20%
Balances between $50mm & 0.15% 0.15%
$100mm
Balances > 5100mm 0.10% 0.10%
Please let me know if you have any questions
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Best,
Amanda Kirby
Amanda Kirby
Deutsche Bank Trust Company Americas
WM Americas
345 Park Avenue, 24th II
101540004 New York, NY, USA
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Deutsche Bank does not render legal or tax advice, and the information contained in
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by phone in Canada at (collect calls will be accepted) or by email at webrnosWftimax corn and delete and destroy this
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This communication may contain confidential and/or privileged information. If you are
not the intended recipient (or have received this communication in error) please
notify the sender immediately and destroy this communication. Any unauthorized
copying, disclosure or distribution of the material in this communication is strictly
forbidden.
Deutsche Bank does not render legal or tax advice, and the information contained in
this communication should not be regarded as such.
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ℹ️ Document Details
SHA-256
f0a28e9352f941d6073aad0976390f810d2b3442b57eb4c4474ba9fb3ab3be70
Bates Number
EFTA01745732
Dataset
DataSet-10
Type
document
Pages
4
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