EFTA Document EFTA01400589

Subject: Re: ACATS for Southern Financial/Trust [I] From: Jay Lipman ‹ > Date: Mon, 09 Sep 2013 16:03:46 -0400 To: Amanda Kirby Cc: Tazia Smith Vahe Stepanian Classification: For internal use only Hi Amanda, As we discussed earlier, the ACAT's will be more complicated than usual due to the exotic nature of some of the assets in the accounts. As for Jeepers, please find attached below the necessary brokerage documents for a corporate account. Please find Completion Instructions: Acco