RE: CIB Offboard [C]
Hi — the below client ended up on the CIB offboard list. Client will be offboarded today unless you confirm we need to retain.
Please confirm:
SOUTHERN FINANCIAL, LLC
Kind regards,
Ana Hunter
EFTA01420883
Deutsche Bank Wealth Management
5022 Gate Parkway, Suite 400, Jacksonville, FL 32256 - USA
Tel.:
Email:
EFTA01420884
I think we closed out the last CIB trade they had, in which case we can off board.
Liam please confirm.
Thanks
Stewart Oldfield, CFA, CAIA
Deutsche Bank Trust Company Americas
Deutsche Bank Wealth Management
EFTA01420882
345 Park Avenue, New York, NY 10154
Securities offered through Deutsche Bank Securities Inc.
Classification: Confidential
There are no open trades. Thanks
Thank you, apologies for the short turnaround.
We just got a list of over 500 from CIB to be actioned today.
Kind regards,
Ana Hunter
Deutsche Bank Wealth Management
5022 Gate Parkway, Suite 400, Jacksonville, FL 32256 - USA
Tel.: +██████████
Email: ██████████
