EFTA Document EFTA01456510

PARc-itrt,40. PerftlYert- From: Samantha Harmon On Behalf Of Chip Packard Sent: Monday, January 12, 2015 3:27 PM To: USPWM Private Bankers Cc: Andrea Tapia; Kimberly Hart; Lee Rutter; Michael S Jacoby; Andrew Gallivan; Michael-) Davis; Mark LaRoe Subject: Client Tiering 2015 [I] Classification: For internal use only As in years past, we will shortly begin the client tiering exercise to continue our effort to promote new client acquisition and wallet share expansion. Since beginning this exercise in 2010, we have delivered consistently strong performance by strengthening existing relationships and improving prospect conversion. This past year, revenue and asset growth was again driven by Tier 1 and Tier 2 clients, with revenue contribution for each increasing by 12% and 7%, respectively. In order to maintain and leverage this traction, I would like you to update your tiering worksheets. Please review the tiering data for your client and prospect relationships provided by Andrea Tapia for accuracy, and update fields that contain incomplete information. I believe this exercise enhances our coverage efforts and helps us deliver the bank more effectively. Thank you in advance for supporting this important initiative. Chip Packard Managing Director Deutsche Asset and Wealth Management 345 Park Avenue w Y NY 1 1 Pi s.. to Wires, CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 115725 CONFIDENTIAL SDNY_GM_00261909 EFTA01456510