Family Office Initiative - Follow Up [II (Katherine Stead, 19 July 2018)

There's been a lot a dialogue with Wealth on the ACO subject this last week or 2 with Tanushree on point for Wealth (cc'ed). The approach we agreed with regard to WM clients needing GM product coverage is summarised below: • Wealth will define a client perimeter with the central Mercury programme and assign ACOs to all those clients (including KCP) • If ICG has it's own relationship with the client as well, then ICG will also have an ACO and the client would be green in the ICG perimeter