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efta-efta00239755DOJ Data Set 9Financial Record

Message

Message From: Sent: 8/2/2019 2:28:09 PM To: Subject: [External) Re: Accounts at UBS Will do On Aug 2, 2019, at 07:26, " " < > wrote: Thank you. Let me know if there is anything we can do to assist or if you have any questions. From: G Max a Sent: Friday, August 02, 2019 10:25 AM To: Campbell, Randy Subject: [External] Re: Accounts at UBS Randy, I am in receipt of the bellow and am in the process of finding a new home and will advise Thank you From: " " < Date: Thursday, August 1, 2019 at 7:26 AM To: GMAX < Subject: Accounts at UBS Ms. Maxwell, I have tried reaching you by phone, but have been unable to connect. As I believe you are aware, UBS has made a decision that we can no longer continue providing banking and wealth management services to you and your related entities. As a result, we kindly ask that you initiate the transfer of your assets to another financial institution within 30 days. In addition, we will no longer be able to accept deposits into you

Date
Unknown
Source
DOJ Data Set 9
Reference
EFTA 00239755
Pages
2
Persons
0
Integrity

Summary

Message From: Sent: 8/2/2019 2:28:09 PM To: Subject: [External) Re: Accounts at UBS Will do On Aug 2, 2019, at 07:26, " " < > wrote: Thank you. Let me know if there is anything we can do to assist or if you have any questions. From: G Max a Sent: Friday, August 02, 2019 10:25 AM To: Campbell, Randy Subject: [External] Re: Accounts at UBS Randy, I am in receipt of the bellow and am in the process of finding a new home and will advise Thank you From: " " < Date: Thursday, August 1, 2019 at 7:26 AM To: GMAX < Subject: Accounts at UBS Ms. Maxwell, I have tried reaching you by phone, but have been unable to connect. As I believe you are aware, UBS has made a decision that we can no longer continue providing banking and wealth management services to you and your related entities. As a result, we kindly ask that you initiate the transfer of your assets to another financial institution within 30 days. In addition, we will no longer be able to accept deposits into you

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Extracted Text (OCR)

EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
Message From: Sent: 8/2/2019 2:28:09 PM To: Subject: [External) Re: Accounts at UBS Will do On Aug 2, 2019, at 07:26, " " < > wrote: Thank you. Let me know if there is anything we can do to assist or if you have any questions. From: G Max a Sent: Friday, August 02, 2019 10:25 AM To: Campbell, Randy Subject: [External] Re: Accounts at UBS Randy, I am in receipt of the bellow and am in the process of finding a new home and will advise Thank you From: " " < Date: Thursday, August 1, 2019 at 7:26 AM To: GMAX < Subject: Accounts at UBS Ms. Maxwell, I have tried reaching you by phone, but have been unable to connect. As I believe you are aware, UBS has made a decision that we can no longer continue providing banking and wealth management services to you and your related entities. As a result, we kindly ask that you initiate the transfer of your assets to another financial institution within 30 days. In addition, we will no longer be able to accept deposits into your accounts or the related entities without prior approval from UBS. Please feel free to contact me at the number below to provide transfer instructions for your assets or if you don't believe you can transfer your accounts within 30 days. Alternatively, the firm to which you plan to transfer your accounts can generally initiate the transfer of your assets upon request. We thank you in advance for your attention to this matter. Best Randy Campbell Executive Director Private Wealth Management 299 Park, 26th Fl New York, NY 10171 Please visit our website at http://financialservicesinc.ubs.com/wealth/E-maildisclaimer.html CONFIDENTIAL UBSTERRAMAR00004493 EFTA00239755 for important disclosures and information about our e-mail policies. For your protection, please do not transmit orders or instructions by e-mail or include account numbers, Social Security numbers, credit card numbers, passwords, or other personal information. CONFIDENTIAL UBSTERRAMAR00004494 EFTA00239756

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URLhttp://financialservicesinc.ubs.com/wealth/E-maildisclaimer.html
Wire Reftransfer instructions

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