EFTA Document EFTA01421516

Subject: Account Plannin C From: Andrew Gallivan Date: Mon, 18 Jul 2016 13:05:45 -0400 To: Stewart Oldfield ‹ > Classification: Confidential As I mentioned on the Monday sales call, The Wealth Management ExCo, with sponsorship from Fabrizio, is initiating a global account planning exercise aimed at identifying revenue enhancement opportunities across our client base. In the Americas, this exercise will initially focus on our largest clients (-top 100) plus any near-term opportunities i