EFTA Document EFTA01425428

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 Bonnie Mitra Last client meeting Next client meeting Client details Client insight Name of WM client Orix Corporation Investment objectives Liquidity / preservation of capital Beneficial Owner: Risk appetite Client Identifier (#) 00000497540 Company name Orix Corporation investments? n