EFTA Document EFTA01398912

Subject: Monthly Annual Client Update Reports - September [I] From: Melisa Venegas Date: Fri, 05 Sep 2014 12:48:42 -0400 To: Kimberly Hart Zia Memon 4MMEMMEMMEMMEMEW, Erin O-Rourke Lina M Arias Andrew Gallivan Mary C Keaveney Charles Hoffarth Michael-J Davis Michael S Jacoby Charlie Burrows Cc: Daphne Cales >, Josh Rosen < >, Sarita Medina Irina Yablochnik Ankur Shah Janice Franklin < >, Armen Brash >, Liz Fitzgerald Diana Canter Classification: For internal use only All- Attached are two reports: Any ACU that is past due ACUs due within the next 30 days (See attached file: 2014 September - All Overdue ACUs.xlsx) (See attached file: 2014 September - ACUs Due Within 30 Days.xlsx) All appropriate client facing professionals have already received e-mail notifications. Any additional follow up on your end is optional. Please note there are certain customers that appear to have outstanding ACUs for several months and even years. This maybe due to either a system glitch or some other circumstance out of the CFP's control. I am working on these cases with the CFPs on a one to one basis. Please also note that the below reports are created as of the first of the month- clients may appear below even though the ACUs have been completed by the time all notifications are sent out. Kind regards, (Embedded image moved to file: pic17338.gif) Melisa Venegas Deutsche Bank Trust Company Americas Deutsche Asset & Wealth Management 60 Wall Street, 10005-2836 New York, NY, USA Tel. +1 (212) 250-1493 Fax +1 (212) 553-2397 EFTA01398912 EFTA01398913