EFTA Document EFTA01425424

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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: Prospect Leon Black Last client meeting Brad Wechsler Next client meeting Client details Client insight Name of WM client Elysium Management Investment objectives Liquidity / preservation of capital Beneficial Owner: Risk appetite Medium Client Identifier (#) 00000490445 Succession planning? n/

Date

Unknown

Source

Dept. of Justice

Reference

sd-10-EFTA01425424

Pages

Persons

Integrity

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