EFTA Document EFTA01414721

2018 Account Planning Financials Relationship Name Banker Team 1. CRM Rel. ID Number ELYSIUM MANAGEMENT Team New York12 Stewart Oldfield dbForce Date Relationship Net Worth Relationship Investable Assets Relationship Classification Source of Wealth Description of Wealth/Entity Assets >$500 M 5100 - 500 M Tier 2 Breath of Client Needs (4 products) 1 - 2 Revenue Potential ($m p.a.) >$500K Salary / Earnings; Investment; Business Owner Mr. Black is the Chairman of the Board, Ch