Subject: Re: Monthly Annual Client Update Reports [I]
From: Stewart Oldfield ‹ >
Date: Wed, 03 Aug 2016 11:45:06 -0400
To: Cynthia Rodriguez ‹ >
Classification: For Internal Use Only
Thanks!
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel:
Mobile: blackberry
Email:
Securities offered through Deutsche Bank Securities Inc.
From: Cynthia Rodriguez
Sent: Wednesday, August 03, 2016 11:43 AM
To: Stewart Oldfield
Subject: RE: Monthly Annual Client Update Reports [I]
All set J
Kind regards,
Cynthia Rodriguez
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Cynthia Rodriguez
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Fax
Email
EFTA01432483
From: Stewart Oldfield
Sent: Wednesday, August 03, 2016 11:43 AM
To: Cynthia Rodriguez
Subject: Far: Monthly Annual Client Update Reports [I]
Classification: For Internal Use Only
Stewart Oldfield, CFA, CAIA
Director
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel:
Mobile: blackberry
Email:
Securities offered through Deutsche Bank Securities Inc.
From: Rich Iarossi
Sent: Wednesday, August 03, 2016 11:32 AM
To: Stewart Oldfield
Subject: Monthly Annual Client Update Reports [I]
Classification: For internal use only
Hello,
Please note that this e-mail contains information on Annual Client Updates
that are already overdue and coming due.
For those clients listed in the DUE IN section of this e-mail, please
complete the ACU at your earliest convenience.
EFTA01432484
ACU STATUS
Annual Client Update Due Date
Customer Owner
GCIS Customer Number
Relationship
Customer Name
DUE IN
8/25/2016
Stewart Oldfield
SOUTHERN FINANCIAL RELATIONSHIP
Southern Financial LLC
Kind regards,
Rich Iarossi
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Rich Iarossi
Deutsche Bank Wealth Management
60 Wall Street, 10005-2836 New York, NY, USA
Tel.
Email
EFTA01432485
EFTA01432486