EFTA Document EFTA01425718

NY_Stewart Oldfield Relationship Information Account Planning classifications CBV (USDm) - non-custody onl y, Sept YTD Rev (USDm) - Sept YTD NNA (USDm) - Sept YTD Pipeline (as at end-October) Rel Name Total net worth (2018 estimate) - USDm Part of 2018 Account Planning Included? (t o be filled out by banker) 1. Client / Prospect 2. KCP eligible / adopted clients 3. 0 ne dimensional clients (>95% product concentration) 4. Underpenetrated clients Deposits DPM Lending Other Produ