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efta-01462739DOJ Data Set 10Other

EFTA01462739

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DOJ Data Set 10
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efta-01462739
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EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
Subject: lb [C] From: Paul Morris ‹ > Date: Tue, 26 May 2015 17:33:19 -0400 To: jeffrey E. <[email protected]> Classification: Confidential There is a basic brokerage account set up in LB's name but last we heard from the office was they may want to have an LLC account which would require pulling together some documents and opening. If we keep the account in his personal name there are some additional account docs that the office has and will need to sent over. Also we never got the POA back for Brad. Just need direction from the office we can check in with them tomorrow but can set up quickly. How are you progressing on the new art entity? thx Paul Morris Managing Director Deutsche Bank Private Bank Offic Cell: This communication may contain confidential and/or privileged information. If you are not the intended recipient (or have received this communication in error) please notify the sender immediately and destroy this communication. Any unauthorized copying, disclosure or distribution of the material in this communication is strictly forbidden. Deutsche Bank does not render legal or tax advice, and the information contained in this communication should not be regarded as such. EFTA01462739

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