EFTA Document EFTA01350656

Subject: Re: Southern Trust and Southern Financial [I] From: Amanda Kirby < Date: Tue, 13 Aug 2013 17:17:25 -0400 To: Jay Lipman Classification: For internal use only Southern Trust/Southern Financial: Approx net worth in investable assets: SINN % of Net worth in Retirement accounts: 10% Years of experience in each asset class: 2 years (newly formed companies but ultimate beneficial owner has had at least 25 years of experience) Investment objectives (has to have two): Growth. Income