EFTA Document EFTA01460781

Convey/Marson/Moore FY Projection tune YTD Rev Annualized YTD Pipeline Est. FY 2014 Revs FY Target Est % Target 13,535,688 27,071,377 Pipeline by Product 546,632 27,618,009 35,000,000 78% Product It of Opportunities CBVs Ann. Revs Pro-Rated 2014 Rev Brokerage 1 20,000,000 Global Custody 2 77,875,000 Global Lending 2 70,087,500 525,656 264,988 Investment Advisory 2 750,000,000 750,000 201,644 Trust & Estates 1 25,000,000 80,000 80,000 Grand Total 8 942