EFTA Document EFTA01460736

To: Date: 06/06/2014 09:14 AM Subject: Client Tiering 111 Classification: For internal use only Hi Chip, RV spoke to me about the client tiering exercise that needs to be completed for the Client Advisory Board. To my understanding, the Platinum Client list has been suggested but several more clients need to be identified since Roelfien and Jerry are looking for 50 clients from IVM. If you haven't already done so, do you want to leverage the top 10 relationships for the 4 teams I sen