EFTA Document EFTA01369124

• Pending business at the time of invite is not permitted (i.e. specific discussions pertaining to investment type and amount have occurred and decision or action is pending with client, or discussion on moving assets from bank x to DB). • Prospective business is ok - general relationship building. If they confirm, please use the following link to do this: https://www.conctirsolutions.comiExpense/ReQuest/defatilt as • The costs associated with this ticket type are: llam Preview - $376.90