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efta-efta00239754DOJ Data Set 9Other

Message

Message From: Campbell, Randy Sent: 8/2/2019 2:26:50 PM To: 'G Max' Subject: RE: Accounts at UBS Thank you. Let me know if there is anything we can do to assist or if you have any questions. From: G Max [mailto: Sent: Friday, August 02, 2019 10:25 AM To: Campbell, Randy Subject: [External] Re: Accounts at UBS Randy, I am in receipt of the bellow and am in the process of finding a new home and will advise Thank you From: " " < Date: Thursday, August 1, 2019 at 7:26 AM To: GMAX < Subject: Accounts at UBS Ms. Maxwell, I have tried reaching you by phone, but have been unable to connect. As I believe you are aware, UBS has made a decision that we can no longer continue providing banking and wealth management services to you and your related entities. As a result, we kindly ask that you initiate the transfer of your assets to another financial institution within 30 days. In addition, we will no longer be able to accept deposits into your accounts or the related entit

Date
Unknown
Source
DOJ Data Set 9
Reference
EFTA 00239754
Pages
1
Persons
0
Integrity

Summary

Message From: Campbell, Randy Sent: 8/2/2019 2:26:50 PM To: 'G Max' Subject: RE: Accounts at UBS Thank you. Let me know if there is anything we can do to assist or if you have any questions. From: G Max [mailto: Sent: Friday, August 02, 2019 10:25 AM To: Campbell, Randy Subject: [External] Re: Accounts at UBS Randy, I am in receipt of the bellow and am in the process of finding a new home and will advise Thank you From: " " < Date: Thursday, August 1, 2019 at 7:26 AM To: GMAX < Subject: Accounts at UBS Ms. Maxwell, I have tried reaching you by phone, but have been unable to connect. As I believe you are aware, UBS has made a decision that we can no longer continue providing banking and wealth management services to you and your related entities. As a result, we kindly ask that you initiate the transfer of your assets to another financial institution within 30 days. In addition, we will no longer be able to accept deposits into your accounts or the related entit

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EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
Message From: Campbell, Randy Sent: 8/2/2019 2:26:50 PM To: 'G Max' Subject: RE: Accounts at UBS Thank you. Let me know if there is anything we can do to assist or if you have any questions. From: G Max [mailto: Sent: Friday, August 02, 2019 10:25 AM To: Campbell, Randy Subject: [External] Re: Accounts at UBS Randy, I am in receipt of the bellow and am in the process of finding a new home and will advise Thank you From: " " < Date: Thursday, August 1, 2019 at 7:26 AM To: GMAX < Subject: Accounts at UBS Ms. Maxwell, I have tried reaching you by phone, but have been unable to connect. As I believe you are aware, UBS has made a decision that we can no longer continue providing banking and wealth management services to you and your related entities. As a result, we kindly ask that you initiate the transfer of your assets to another financial institution within 30 days. In addition, we will no longer be able to accept deposits into your accounts or the related entities without prior approval from UBS. Please feel free to contact me at the number below to provide transfer instructions for your assets or if you don't believe you can transfer your accounts within 30 days. Alternatively, the firm to which you plan to transfer your accounts can generally initiate the transfer of your assets upon request. We thank you in advance for your attention to this matter. Best Randy Campbell Executive Director Private Wealth Management CONFIDENTIAL UBSTERRAMAR00004492 EFTA00239754

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