From: Rich larossi
Sent: 3/3/2016 11:24:16 AM
To: Paul Morris
Subject: RE: 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 any client which is listed in the OVERDUE section of this e-mail, an ACU must be completed immediately.
ACU Annual Client Update Customer GCIS Customer Relationship Customer Name
STATUS Due Date Owner Number
OVERDUE 14 Paul 487220 SOUTHERN FINANCIAL Darren K. Indyke
Morris RELATIONSHIP PLLC
OVERDUE 12 Paul 490561 BOIES FAMILY Diamond B Capital,
Morris RELATIONSHIP Inc.
OVERDUE 12 Paul 490557 BOIES FAMILY Diamond B
Morris RELATIONSHIP Investments, Inc.
Kind regards,
Rich larossi
Rich larossi
Deutsche Bank Wealth Management
60 Wall Street. 10005-2836 New York: NY. USA
Tel.
Emai
Peepos,
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