EFTA Document EFTA01459535
From: Sent: To: Subject: Attachments: Melinda Roy 2/8/2016 11:13:27 AM Paul Morris RE: Updated Pipeline IC) Pipeline 2.8.2016.xlsx Classification: Confidential Updated - please see attached original Message From: Paul Morris Sent: Monday, February 08, 2016 9:41 AM To: Melinda Roy; Stewart Oldfield Subject: RE: Updated Pipeline (C] Classification: Confidential Stewart Oldfield Melinda, I don't see the General Atlantic credit facility in here? Should be $150 million at 2.0 run
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From: Sent: To: Subject: Attachments: Melinda Roy 2/8/2016 11:13:27 AM Paul Morris RE: Updated Pipeline IC) Pipeline 2.8.2016.xlsx Classification: Confidential Updated - please see attached original Message From: Paul Morris Sent: Monday, February 08, 2016 9:41 AM To: Melinda Roy; Stewart Oldfield Subject: RE: Updated Pipeline (C] Classification: Confidential Stewart Oldfield Melinda, I don't see the General Atlantic credit facility in here? Should be $150 million at 2.0 run
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KYC Print Page I of 10 DB PWM GLOBAL KYC/NCA: PART A KYC Case * : 01790724 One sheet must be established per relationshi • list all accounts included in the relationshi 1. Relationship Details Relabonship Name: SOUTHERN FINANCIAL FtELATIONSHIP.00000.483293 Booking Center: New York Relationship Manager: stewart oldfield III New FUN Relationship 74 Existing PWM Relationship Relationship to WM: If existing, please indicate since when the relationship exists, provide reason for new pr
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