Text extracted via OCR from the original document. May contain errors from the scanning process.
>
Sounds good. Enjoy the rest of your day 3
Kind regards,
Cynthia Rodriguez
fcid:image001.png@OlD0778D.2D49CDD01
Cynthia Rodriguez
Assistant Vice President
Deutsche
Deutsche
345 Park
Tel.
Fax
Emai
Bank Trust Company Americas
Asset & Wealth Management
Avenue, 10154-0004 New York, NY, USA
Classification: Confidential
Yes. Let's start there.
Stewart Oldfield, CFA, CAIA
Director
EFTA01413524
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
345 Park Avenue, New York, NY 10154
Tel:
Mobile:
blackberry
Email:
Securities offered through Deutsche Bank Securities Inc.
Is it safe to just say it's an employee trust and the benes changed because
theyre no longer on payroll and the new benes are?
Kind regards,
Cynthia Rodriguez
fcid:image001.png@OlD0778D.2D49CDD01
Cynthia Rodriguez
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Fax
Emai
Cc: Stewart Oldfield
EFTA01413525
please review with stewart as i believe i provided this information to him
thank you
stewart - i am free after 11am to speak
thanks
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York NY 10022
tel
fax
cel
On Dec 30, 2016, at 8:31 AM, Cynthia Rodriguez <
>
wrote:
Hi Rich,
Just following up on the below. Thanks!
EFTA01413526
Kind regards,
Cynthia Rodriguez
<image001.png>
Cynthia Rodriguez
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park
York, NY, USA
Tel.
Fax
Emai
Hi Rich,
Hope all is well. Our compliance group is reviewing the recent update that
was made to the beneficiaries of the Butterfly Trust, and they have a few
questions regarding the trust:
What is the purpose of this trust, as it is not cleared within the
original trust agreement
Based on the supporting documents provided, where in the trust
EFTA01413527
agreement does it support the change of beneficiaries?
Why are the beneficiaries changing?
Please provide guidance on the above questions, and revert back at your
leisure. Thank you in advance for your help.
Kind regards,
Cynthia Rodriguez
<image001.png>
Cynthia Rodriguez
Assistant Vice President
Deutsche Bank Trust Company Americas
Deutsche Asset & Wealth Management
345 Park Avenue, 10154-0004 New York, NY, USA
Tel.
Fax
Emai
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EFTA01413528
EFTA01413529