EFTA Document EFTA01356721

KYC Print Page 7 of 21 Further Describe Source of Wealth /Detail the history of wealth for each of the sources' (e.g. For trusts. how did settlor accumulate wealth? For inheritance, h w did family accumulate w atth?For business owners. how long in business, how many employees, level of profitability? Indicate type of business, countries of in jor activities, important business partners.) Estimated Annual Income (S): Estimated amount of investable assets(S): Estimated Net Worth(S): Amount of assets planned to invest with PWM(S): Other Known Financial Institutions: Institution Country: Es Assets Under Mgt: Institution Country: Es Assets Under Mgt: Institution Country: E& Assets Under Mgt: Please Indic to the family situation of the individual (marital status, other family members, etc.): https://dbforcepb.my.salesforce.com/servlet/servlet.Integration?lid IN30000000D9Di&... 12/19/2018 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0042726 CONFIDENTIAL SDNY GM_00188910 EFTA01356721