From: Coley Jelling is ]
Sent: 9/25/2018 4:52:51 PM
To: Stewart 0ldfield
CC: Bradley Gitlin
Subject: RE: Butterfly brokerage
Correct. Did you confirm with the team all the docs he needs? Still haven't heard back from Zia
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From: Stewart Old ieId
Date: Tucsdm. Sep 25. 2018 1:01 PM
To: Coley Jellinghaus
Cc: Bradley Gillin <
Subject: RE: Butterfly brokerage
I sent him account docs in the meantime. Those should be the same no matter where this ends up
From: Coley lellinghaus
Sent: Tuesday, September 25, 2018 10:47 AM
To: Stewart Oldfield <
Cc: Bradley Gitlin <
Subject: RE: Butterfly brokerage
Ok I'm trying Zia, best experience for client would be same coverage. I'll be back.
From: Stewart OldfieId < E>
Date: Tuesday. Sep 25. 2018 7:44 AM
To: Coley Jellinghaus
Cc: Bradley Gitlin <
Subject: RE: Butterfly brokerage
Yes. This a trust with several of Epstein's employees as beneficiaries, and him as grantor. He will have trading authority
along with the trustee, but the assets are no longer his since the trust is irrevocable. So Zia felt we could not combine
with his other assets to get to the KCP standard. Having said that, it's not clear to me that a client needs to be 550mm
net worth to trade cash equities and bonds in KCP. Presumably not all of the IPO business meets that threshold, but you
would know better. Either way, need to decide and get an account open as soon as we can at this point.
Thanks
From: Coley lellinghaus
Sent: Tuesday, September 25, 2018 10:41AM
To: Stewart Oldfield
Cc: Bradley Gitlin <
Subject: RE: Butterfly brokerage
Is this the one we discussed with Ziggy that currently has KCP coverage for some related accounts?
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