Subject: RE: July ACUs - please complete this week [I]
From: Amanda Kirby ‹ >
Date: Tue, 28 Jul 2015 09:37:33 -0400
To: Paul Morris ‹ >
Classification: For internal use only
Its an "Annual Client Update" where we fill out a form on DBForce indicate
if there have been any changes to the customer. I will get this done today
Best,
Amanda Kirby
{https://brandportal.intranet.db.com/img/modules/logo.gif}
Amanda Kirby
Deutsche Bank Trust Company Americas
WM Americas
345 Park Avenue, 24th Fl
10154-0004 New York, NY, USA
Tel
Fax
Email
{https://brandportal.intranet.db.com/img/modules/claim.gif}
From: Paul Morris
Sent: Tuesday, July 28, 2015 9:18 AM
To: Amanda Kirby
Subject: FW: July ACUs - please complete this week [I]
Importance: High
Classification: For internal use only
What needs to be done here?
EFTA01474073
Paul Morris
Managing Director
Deutsche Bank Private Bank
Offic
Cell:
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
SOUTHERN FINANCIAL RELATIONSHIP
Southern Trust Company, Inc.
7/31/2015
EFTA01474074
{cid:image005.png@OlD0C913.89362260}
Kimberly Hart
Managing Director
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, New York, NY 10154
Tel.
Fax +
Mobil
Email
fcid:image006.png@OlDOC913.893622601
Securities offered through Deutsche Bank Securities Inc.
EFTA01474075