EFTA Document EFTA01295812

KYC Print Page I of 13 DB PWM GLOBAL KYC/NCA: PART A rA KYC Case # : 01469735 One sheet must be established per relationship - list all accounts included in the relationship 1. Relationship Details Relationship Name: SOUTHERN FINANCIAL FtELATIONSHIP:00003483290 Spotting Center: New York Relationship Manager: Paul Morris Relationship to PWM: F New PWM Relationship F Existing PWM Relationship If existing, please indicate since when the relationship exists, provide reason for new pro