EFTA Document EFTA01421519

Illustrative Draft Account Planning Initiative July 2016 (v1.0) Account review information Main contacts at client and key personnel Name: Title / role: Notes: Client or Prospect: Client Coren Lass Chairman Long term relationship with DB, mainly in CIB Last client meeting dd/mm/yyyy Adam Croutear CIO Recent hire Next client meeting dd/mm/yyyy Client details Client insight Name of WM client Hampstead Green Capital Investment objectives Consistent investment returns; balance