Subject: FW: July ACUs - please complete this week [I]
From: Paul Morris a>
Date: Tue, 28 Jul 2015 09:18:03 -0400
To: Amanda Kirby a>
Classification: For internal use only
What needs to be done here?
Paul Morris
Managing Director
Deutsche Bank Private Bank
From: Kimberly Hart
Sent: Tuesday, July 28, 2015 9:15 AM
To: Paul Morris; Amanda Kirby
Subject: July ACUs - please complete this week [I]
Importance: High
Classification: For internal use only
The following ACUs need to be completed this week:
Customer Owner
Relationship
Customer Name
Annual Client Update Due Date
Paul Morris
EFTA01474071
SOUTHERN FINANCIAL RELATIONSHIP
Southern Trust Company, Inc.
7/31/2015
fcid:image005.png@OlDOC913.893B22601
Kimberly Hart
Managing Director
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Mana'ement
fcid:image006.png@OlDOC913.893622601
Securities offered through Deutsche Bank Securities Inc.
EFTA01474072