EFTA Document EFTA01363740

From: Nina Tonal I Sent: 5/16/2019 2:38:49 PM To: 0avide-A Sferrazza Subject: Client tracking (Ij Attachments: Client Tracking 2019 IWP Americasidsx; IWP Accounts_Summary_Funda (03.13.19).xlsx Classification: For Internal use only • The onboarded client and entity count should only be those who have signed the IWP package (don't include GM or WM accounts that have not) • When you have completed the template can you try and get the date of onboarding for those proposed to offboard,