EFTA Document EFTA01371174
For only the JEE personal account — the POA should be completed, and we suggest checking off as "limited" power of attorney if only granting trading authority (vs. full POA, which would allow him to also transfer assets out of the account). Both forms have sections for name, legal address, DOB, and 551‘1. Our compliance mandates that the forms should be completed using your new hire's personal address on the forms (i.e. not his office address). In addition, we will need a government issued
Summary
For only the JEE personal account — the POA should be completed, and we suggest checking off as "limited" power of attorney if only granting trading authority (vs. full POA, which would allow him to also transfer assets out of the account). Both forms have sections for name, legal address, DOB, and 551‘1. Our compliance mandates that the forms should be completed using your new hire's personal address on the forms (i.e. not his office address). In addition, we will need a government issued
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EFTA Document EFTA01371473
On Aug 25, 2017, at 3:04 PM, Vahe Stepanian c lEMIIME• wrote: Classification: Confidential Rich — please find attached the paperwork to grant your new hire trading authorization on the existing brokerage accounts. For all of the accounts other than the JEE personal account - the "Trading Authorization Limited" form should be completed. For only the JEE personal account - the POA should be completed, and we suggest checking off as "limited" power of attorney if only granting trading author
EFTA Document EFTA01371748
fax a cell On Aug 25, 2017, at 3:04 PM, Vahe Stepanian arote: Classification: Confidential Rich — please find attached the paperwork to grant your new hire trading authorization on the existing brokerage accounts. For all of the accounts other than the JEE personal account — the "Trading Authorization Limited" form should be completed. For only the JEE personal account — the POA should be completed, and we suggest checking off as "limited" power of attorney if only granting trading author
EFTA Document EFTA01421080
Subject: RE: trading meetin [C] From: Vahe Stepanian Date: Mon, 28 Aug 2017 13:28:29 -0400 To: Richard Kahn Cc: Stewart Oldfiel Liam Osullivan Classification: Confidential Thank you 3 No problem, will send if ready otherwise will make sure a member of the team gets those over to you. Best, Vahe From: Richard Kahn [mailto: Sent: Monday, August 28, 2017 1:02 PM To: Vahe Stepanian Subject: Re: trading meeting [C] ; Liam Osullivan ok enjoy your time off can you also send aug 31 st
EFTA Document EFTA01375051
To: Vahe Stepanian Cc: Stewart Oldfield Subject: Re: trading meeting IC] ; Liam Osullivan received and will send back middle of September once our consultant begins thank you Richard Kahn HBRK Associates Inc 575 Lexington Avenue 4th Floor New York, NY 10022 On Aug 25, 20 I 7, at 3:04 PM, Vahe Stepanian wrote: Classification: Confidential Rich — please find attached the paperwork to grant your new hire trading authorization on the existing brokerage accounts. For all of the accounts
EFTA Document EFTA01376538
From: Vahe Stepanian Sent: 8/25/2017 3:04:40 PM To: Richard Kahn [r CC: Stewart Oldfield Liam Osullivan Subject: RE: tradin meeting [CI Attachments: Trading_Authorization_limited_Form POA_DBSLUSSFields_Final.pdf Classification: Confidential nteractive_FINAL.PDF: Rich — please find attached the paperwork to grant your new hire trading authorization on the existing brokerage accounts. For all of the accounts other than the JEE personal account — the "Trading Authorization Limited"
EFTA Document EFTA01369779
New York, NY 10022 On Aug 28, 2017, at 12:55 PM, Vahe Stepanian c lMla> wrote: Classification: Confidential Sounds good. I'm going to be out of office Sept. 5-17, so please make sure to include Stew and Liam in case you have questions. Best, Vahe From: Richard Kahn mailto Sent: Monday, August 28, 2017 12:52 PM To: Vahe Stepanian Cc: Stewart Oldfield ; Liam Osullivan Subject: Re: trading meeting (C] received and will send back middle of September once our consultant begins thank yo
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