KYC Print

KYC Print Page 1 of 14 DB PWM GLOBAL KYC/NCA: PART A VA KYC Case a : 01141315 Status : 6. Approved One sheet must be established per relationship - list all accounts included in the relationshi 1. Relationship Details Booking Center: New York Relationship Name: EPSTEIN, JEFFREY RELATIONSHIP Relationship Manager: Paul Marls 11 New PWM Relabonship 0 Existing PWM Relationship Relationship to MN: If existing, please indicate since when the relationship exists, provide reason for new profit and attach dd profile: Update of approved KYC 01121881. Update is ONLY to add addend authorized signer. Many Biller has already been KYC approved is case a01133624. Please rush as this is a simple update 0 Chent Referral R RM Prospect 0 Intermediary/PIM • Other Source (CIS, etc.) How Was the Client(s) Introduced' How long has the RM personally known the client' Please provide details (e.g. name of referral source, ow many years RN personally has known client, etc.): Jeffrey