EFTA Document EFTA01460633

Key Client Partners (KCP) —Americas 014 Business Rollout, Timeline & Milestones Key Client Partners Americas 2013 2014 October November December January Business, Team Review and Set-up KCP" WIC WIC Team Mtg. Strategy and Structure. Seat move. WIC Idea and Product creation - Revenue Focus et KCP legal, compliance, documentationfonboarding KCP Global Launch - Pulse Broad KCP Americas Launch - Email 1 Team / Business Deutsche Asset & Wealth Management Ongoing: • Headcount I resources • RCs I revenue reporting • De Centers — admin transitioning • Product platform focus — targeted products • Relationship deep-dive — current accounts and proactive targeting • I T investment • Legal & Compliance process Phase 0: Review of Phase I: Kick-off of KCP Americas, Implement Strategy I i WM Engagement, Roadshow, Platform Roll-out Roadshow regionally, Roll-out of Offenng and Strategy Continuation of PIC - MCP Transition and New KCP onboarding WIC.-:. Roll-out of Updated Business strategy. Advisory arid Non-Advisory WIC - Integration with PCs, Review of portfolios. strategy. 2014 focuses Launch of KCP America's Offering Internal: Client Review, product and Offering Build Launch Cali - KCP offer;fla team structure, regional coverage KO-off Monthly ideas l Themes Call Existing Client account review In Process Product build-out and focuses in Process Client Account Strategy: Classification. Monetization, AQUISterl In Process In Process In Process In Process Key Client Partners - Delivering expertise & solutions to sophisticated investors In Process Phase II: Roll-out Offering, Client conversipn, client onboard S Today _I CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL DB-SDNY-0 122030 SDNY_GM_00268214 EFTA01460633