EFTA Document EFTA01376680
See below. The IA requirement is 40% as requested by CRM. Will be back to you once I have pricing — I expect to have shortly. Best, Vahe From: Andrew Xu Sent: Tuesday, June 28, 2016 1:19 PM To: Vahe Stepanian; Roddy Moore Cc: Daniel Sabba; Keith Buckholz Subject: RE: Southern Financial - IA Request [I] Classification: For IMemal use only Ok thanks. I'm satisfied on our end. Andrew Xu, CFA From: Vahe Stepanian Sent: Tuesday, June 28, 2016 1:17 PM To: Andrew Xu; Roddy Moore Cc: Dani
Summary
See below. The IA requirement is 40% as requested by CRM. Will be back to you once I have pricing — I expect to have shortly. Best, Vahe From: Andrew Xu Sent: Tuesday, June 28, 2016 1:19 PM To: Vahe Stepanian; Roddy Moore Cc: Daniel Sabba; Keith Buckholz Subject: RE: Southern Financial - IA Request [I] Classification: For IMemal use only Ok thanks. I'm satisfied on our end. Andrew Xu, CFA From: Vahe Stepanian Sent: Tuesday, June 28, 2016 1:17 PM To: Andrew Xu; Roddy Moore Cc: Dani
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Subject: RE: Southern Financial - IA Request [I] From: Vahe Stepanian Date: Wed, 29 Jun 2016 08:23:57 -0400 To: Stewart Oldfield Cc: Daniel Sabba Andrew King Classification: For internal use only Stew, Please see below from the Global Markets team - take a look and let us know if you have questions. We will send to Rich Kahn shortly. Thank you, Vahe Following a lot of analysis, we can't do this swap on the basket as it isn't operationally feasible, however, this can be done as a se
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Subject: Re: Southern Financial - IA Request [I] From: Stewart Oldfield Date: Wed, 29 Jun 2016 08:28:07 -0400 To: Vahe Stepanian Cc: Daniel Sabb Andrew King Classification: For Internal Use Only So is is same for all names? Stewart Oldfield, CFA, CAIA Director Deutsche Deutsche 345 P Tel: Mobile: Email: Bank Trust Company Americas Bank Wealth Management w York, NY 10154 blackberry Securities offered through Deutsche Bank Securities Inc. From: Vahe Stepanian Sent: Wednesday,
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Subject: FW: Southern Financial - IA Request [I] From: Vahe Stepanian < M> Date: Tue, 28 Jun 2016 15:19:29 -0400 To: Stewart Oldfield Cc: Daniel Sabba Andrew King Classification: For internal use only Stew — quick update on below, still waiting on pricing from our Global Markets colleagues for Southern Financial's pref basket. See below. The IA requirement is 40% as requested by CRM. Will be back to you once I have pricing — I expect to have shortly. Best, Vahe From: Andrew Xu Sent
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From: Andrew Xu Sent: Tuesday, June 28, 2016 1:19 PM To: Vahe Stepanian; Roddy Moore Cc: Daniel Sabba; Keith Buckholz Subject: RE: Southern Financial - IA Request [I] Classification: For internal use only Ok thanks. I'm satisfied on our end. Andrew Xu, GA From: Vahe Stepanian Sent: Tuesday, June 28, 2016 1:17 PM To: Andrew Xu; Roddy Moore Cc: Daniel Sabba; Keith Buckholz Subject: RE: Southern Financial - IA Request [I] Classification: For Internal use only Andrew — just in the brok
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Subject: RE: Southern Financial - IA Request [I] From: Vahe Stepanian < M> Date: Wed, 29 -0400 To: Andrew Xu Roddy Moore Cc: Daniel Sabba Keith Buckholz Stewart Oldfield Classification: For internal use only The client would still go long multiple CUSIPs — in other words, he would still be diversified because he wouldn't be buying $20mm in just one or two names. Would you be more comfortable if we agreed upon a minimum number of CUSIPs as it relates to the $20mm notional? Best, Va
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