RE: New Client Risk rating for WM clients [l]

Hi Rob-

Please see training material attached.

CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e)
CONFIDENTIAL

DB-SDNY-0063858
SDNY_GM_00210042
EFTA01370815

Classification: For Internal use only

Hi Trey,

Do you have timeframes or estimates in terms of adoption for all clients where their client risk was last rated using the old methodology (prior to October 1st)? It would be helpful to have scats on tt of clients with their next regular review schedule.

Thanks

Rob

H Rob-

Let me check and get back to you shortly.

Thanks,

Trey

Treyvon Jackson
Assistant Vice President
Deutsche Bank Wealth Management
Deutsche Bank Securities, Inc
5022 Gate Parkway Jacksonville, FL, 32256
Tel: +1 (904) 645-4481
WM Mercury on myDB