From: Robert Frohlich
Sent: 5/24/2019 2:52:03 PM
To: Stewart Oldfield
CC: Leslie Roth ; Donna Kerrigan
Subject: Southern financial [CI
Classification: Caddenlial
Hi Stewart.
Below is the complete picture of your financials in USD for 2018 and 2019 YTD including Southern Financial. This goes back to the
question as to whether the 2019 YTD Southern Financial revenues of $363k currently mapped to a House account should be mapped
back to your name alongside the S-85m NNA outflow (no further flows and revenues expected).
As you know, we manually removed the Southern Financial revenues from your 2018 data when we provided Andrew with last year's
revenues by MI as pan of the target setting process but given that we weren't directly involved in how your 2019 number was derived
I suggest you discuss directly with him and we can then act accordingly. If the decision is to not change anything then I suggest Leslie
will map the remaining 2018 revenues and flows which are still mapped to your name and we missed out on (for whatever reason) to a
House account and there will be no impact on your 2019 financials.
F1 18 Actual. Apr19 FN tir24.1
USD
Steward Oldfield 3,576,567 1,600,929 4.026.207
qfwhich: Southern Financial 703.616 0 arr
Southern Financial House Acc. 486,673 363,457 n.a.
Steward Oldfield 73.2 360.7 110.0
0'111th:h. Southern Financial (49.2) 0.0 n.a.
Southern Financial House Acc (7.4) (85.0) n.a.
Let us know.
Kind regards.
Rob Frohlich
Robert Frohlich
Deutsche flank AC. Filiale New York
Wealth Management
345 ' v t 54-0004 Now York. NY. USA
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