FW: Quintessentially Platinum - coming soon. Your support required. [C]
All,
you were nominated by the regional GMT Heads to support the rollout of our new client retention and acquisition program Quintessentially Platinum.
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) CONFIDENTIAL
Hi Mat,
We had a kick-off call on the Quintessentially Platinum program this morning (see attached presentation).
We need to nominate US clients for this program (total of 100 clients globally will be selected); in the US the clients should meet the criteria below (see page 18 of the attached document):
- Net worth >$500m
- AuM with AWM >$50m
- Annual revenue potential >$1m
- On-boarded on KCP
Could you please send me the list of on-boarded KCP clients, AuM with us, and 2014 revenue (or any estimate of annualized revenue potential)? Based on that list I will filter the ones that meet the criteria above so that we can have a discussion on who should be nominated.
Thanks,
Diego
