EFTA Document EFTA01376999

B. Separately, evaluate whether there are any revenue enhancement opportunities for clients you cover that are in the attached list For all clients identified in A and all clients in list B, please complete the attached account planning template. The responses will be aggregated in to a single database for discussion at the workshop. An illustrative example of a completed account planning template and system generated financials for clients in list B have been included for reference. Please provide your responses / completed templates tcl by close of business on Wednesday, July 20. Thank you for your focus on this and apologize for the short time frame Andrew Andrew Gallivan Acting Co-Head WM - Americas Deutsche Bank Trust Company Americas Global Products & Solutions 345 Park Avenue. 10154-0004 New York. NY, USA Rusin,* Peeparm, CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0073504 CONFIDENTIAL SDNY_GM_00219688 EFTA01376999