EFTA Document EFTA01357130

Cc: Kareen Johnson < >; Alastair Mackinlay Subject: RE: SOUTHERN FINANCIAL LLC - ONB-1010155 [I] Classification: For Internal use only Amber and Karen, I have a few questions. The client has a Brokerage Acct in WM and wants to use those instructions for SSI. are we able to do that? Also, kindly clarify what you mean by Tax Document. Do you have an example or explanation? DBSI Account: 0851 Account #: Pershing LLC DTC: 443 Euroclear: 98730 Southern Financial LLC Incoming USD instr