EFTA Document EFTA01399475

Subject: Managed Exit account handlin From: Oliver Esslinger Date: Mon, 03 Jun 2019 17:42:01 -0400 To: Funda Bozkurt Bill King Janice Franklin Ian Salters Kimberly Hart Maria Pedulla Term Definition PA Checks/Review Review of client account activity to establish open obligations which prevent offboard Managed Exit A process state for client entities identified for offboarding but have open obligations which prevent process completion Notification The process of sending a client