EFTA Document EFTA01356686

KYC Print Page 9 of 43 Estimated Annual Income($): 150,000.00 Estimated amount of investable assets($): <$1 MM Estimated Net Worth($): <$1 MM Amount of assets planned to invest with PWM($): 2,000.00 Other Known Financial Institutions: Institution: Country: Est. Assets Under Mgt: Institution: Country: Est. Assets Under Mgt: Institution: Country: Est. Assets Under Mgt: Please indicate the family situation of the individual (marital status, other family members, etc.): Married t