EFTA Document EFTA01384503
From: Sent: Nathaniel Morgan 5/1/2018 5:51:31 To: Stewart Old CC: Andrew Kin • William-M Fin Subject: RE: SOF IV n Attachments: Oldfield - Glendower AIS Info.xlsm Classification: Confidential Hi Stew, I've attached the form for the clients in red. Since everyone appears to be in DB force, we don't need the addresses and all that jazz. Just need the standard Suitability/Asset Allocation info, as well as phone ti's and emails if you have them. Thanks, Nate Name AIS Info on File
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From: Sent: Nathaniel Morgan 5/1/2018 5:51:31 To: Stewart Old CC: Andrew Kin • William-M Fin Subject: RE: SOF IV n Attachments: Oldfield - Glendower AIS Info.xlsm Classification: Confidential Hi Stew, I've attached the form for the clients in red. Since everyone appears to be in DB force, we don't need the addresses and all that jazz. Just need the standard Suitability/Asset Allocation info, as well as phone ti's and emails if you have them. Thanks, Nate Name AIS Info on File
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