Subject: Monthly Annual Client U date Reports [I]
From: Rich Iarossi
Date: Fri, 03 Jul 2015 11:48:03 -0400
To: Paul Morris ‹ >
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.
ACU STATUS
Annual Client Update Due Date
Customer Owner
GCIS Customer Number
Relationship
Customer Name
DUE IN
7/31/2015
Paul Morris
483883
SOUTHERN FINANCIAL RELATIONSHIP
Southern Trust Company, Inc.
EFTA01473856
Kind regards,
Rich Iarossi
Rich Iarossi
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
60 W ew York, NY, USA
Tel.
Emai
EFTA01473857