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Homechevron_right Emailchevron_right RE: [External] Re: AlphaKeys Millennium Fund transfer paperwork
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RE: [External] Re: AlphaKeys Millennium Fund transfer paperwork

3 messages picture_as_pdf Source PDF
S
Scott Borgerson Feb 17, 2019 8:33 AM
To
Casriel, LyleShkreli, Juliana
Cc
GMAX

Hi Lyle and Juliana,

We received two large, hard copy packages of transfer paperwork for Millennium PPM, investor application, assignment form, and disclosure statements.

Am I correct to assume this is just the hard copy paper following the signature pages which I had already electronically sent to you and I can just disregard?

Thanks,
sgb

S
Scott Borgerson Apr 12, 2019 7:02 PM
To
Shkreli, Juliana
Cc
Casriel, LyleGMAXWalker, ChristopherRamdeen, VijaiRivas, Elyanna

Hi Juliana,

we received another AlphaKeys Millennium Fund Investor Application Form with the PPM.

Do you want me to do anything with it or has the paperwork all already been e-handled on your side?

Please advise.

Thanks,
Scott

S
Shkreli, Juliana Apr 15, 2019 3:11 PM
To
Scott Borgerson
Cc
Casriel, LyleGMAX (gmax1@ellmax.com)Walker, ChristopherRamdeen, VijaiRivas, ElyannaShkreli, Juliana

Scott,

You can disregard the package you received. we're completing the paperwork on our end and will reach out to you when it's ready for signatures.

Thank you!
Juliana

Juliana Shkreli
Associate Director
senior wealth strategy Associate

UBS Financial services Inc.
Private wealth Management
1285 Avenue of the Americas, 38th Floor
New York,NY10019
Phone: Fax:

juliana.shkreli@ubs.com
www.ubs.com/privatewealthmanagement

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