EFTA00626659.pdf
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From: Richard Joslin <
To: Brad Wechsler <
[>'
CC: Jeffrey E. <jeevacationggmail.com>
Subject: FW: KCP Onboarding + Power of Attorney (POA) [C] [I]
Date: Fri, 01 May 2015 13:57:40 +0000
Update on DB:
I reviewed with DB the numerous brokerage account opening forms submitted in May 2014 with the forms DB circulated
in April 2015. The 2014 documents covered various DB entities — DB Alex Brown, Deutsche Asset Management, DB
Securities Inc and DB Trust Company. Based on DB's internal review of the forms submitted in May 2015 and April 2014,
DB is now preparing a full set of account documents to ensure that we have all the necessary forms to trade the various
financial products contemplated. The DB pre-completed set of documents that will update and replace prior forms. I left
DB a voicemail and ask that they revert today with an update.
RJ
From: Amanda Kirby [mailto:
Sent: Wednesday, April 29, 2015 11:40 AM
To: Richard Joslin
Cc: Vahe Stepanian; Ariane Dwyer
Subject: RE: KCP Onboarding + Power of Attorney (POA) [C] [I]
Rich,
We are working on getting a full set of documents to you and in order to help speed up the process we will be pre-
populating them as best we can. Can you please confirm the address and email that should be used for the documents.
Thanks
Amanda
From: Richard Joslin [mailto
Sent: Wednesday, April 22, 2015 6:02 PM
To: Amanda Kirby
Cc: Vahe Stepanian
Subject: Re: KCP Onboarding + Power of Attorney (POA) [C] [I]
We can proceed with using individual account. Pls make sure I have full documentation for trading. I can meet if that
helps. Thanks
On Apr 22, 2015, at 1:08 PM, Amanda Kirby ‹
> wrote:
Great. Vahe and I will call at 2pm
From: Richard Joslin [mailto
Sent: Wednesday, April 22, 2015 12:58 PM
To: Amanda Kirby; Brad Wechsler
Cc: Ariane Dwyer; Daniel Sabba; Paul Morris; Vahe Stepanian; Stewart Oldfield
Subject: RE: KCP Onboarding + Power of Attorney (POA) [C] [I]
Sure.
EFTA00626659
Please call at your convenience
Richard Joslin
CFO
Elysium Management LLC
445 Park Ave
Ste. 1401
New York. NY 10022
From: Amanda Kirby [mailto:
Sent: Wednesday, April 22, 2015 12:39 PM
To: Brad Wechsler
Cc: Ariane Dwyer; Daniel Sabba; Paul Morris; Vahe Stepanian; Richard Joslin; Stewart Oldfield
Subject: RE: KCP Onboarding + Power of Attorney (POA) [C] [I]
Thanks Brad.
Rich — Are you free the next few days for an introductory call? May also be helpful to discuss what will be needed if we go
down the LLC route.
Best,
Amanda
<image001.gif>
Amanda Kirby
Deutsche Bank Trust Company Americas
WM Americas
345 Park Avenue, 24th Fl
10154-0004 New York, NY, USA
Tel.
Fax
Email
From: Brad Wechsler [mailto
Sent: Wednesday, April 22, 2015
To: Amanda Kirby
Cc: Ariane Dwyer; Daniel Sabba;
Subject: Re: KCP Onboarding +
12:33 PM
Paul Morris; Vahe Stepanian;
Power of Attorney (POA) [C] [I]
Rich joslin of this office is overseeing. It looks like we may have to do this thru a Ilc for compliance reasons....
From: Amanda Kirby [mailto:
Sent: Wednesday, April 22, 2015 12:19 PM
To: Brad Wechsler
Cc: Ariane Dwver <
>• Daniel Sabba <
>; Vahe Stepanian <
Subject: RE: KCP Onboarding + Power of Attorney (POA) [C] [I]
>; Paul Morris
EFTA00626660
Brad,
Let me know if you have any questions regarding the documents. Happy to help walk you through them.
Best,
Amanda
From: Vahe Stepanian
Sent: Monday, April 13, 2015 3:19 PM
To: Brad Wechsler (
Cc: Paul Morris; Amanda Kirby; Daniel Sabba; Ariane Dwyer
Subject: KCP Onboarding + Power of Attorney (POA) [C]
Classification: Confidential
Brad- it was very nice meeting you over the phone this morning. Please find three documents attached to be completed:
1. Key Client Partners (KCP) onboarding letter
2. Power of Attorney (POA) - please note this form must be notarized.
3. DB Connect Third Party Access Form — will be used to set up electronic access to the account. One form should
be completed for each interested party.
As discussed, we will hold off on sending additional paperwork (product specific and ISDA related) until we receive
further clarity about set-up. I have included my contact information below, please do not hesitate to reach out directly
should you have questions.
Thank you,
Vahe
Vahe Stepanian
Assistant Vice President I Key Client Partners
Deutsche Bank Securities Inc.
Tel.
Mobile
Email
All trade execution information contained herein is being provided as an accommodation at your request in advance of
your receipt of the official trade confirmation(s). Additional trade detail information available upon request. The terms of
the trade(s) may be subject to change prior to settlement, and therefore the official trade confirmation(s) and account
statements issued by Deutsche Bank shall govern. Deutsche Bank is not responsible for any discrepancy between the
informal execution report and the official trade confirmation(s) or account statements.
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EFTA00626661
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the material in this communication is strictly forbidden.
Deutsche Bank does not render legal or tax advice, and the information contained in this
communication should not be regarded as such.
This communication may contain confidential and/or privileged information. If you are not the
intended recipient (or have received this communication in error) please notify the sender
immediately and destroy this communication. Any unauthorized copying, disclosure or distribution of
the material in this communication is strictly forbidden.
Deutsche Bank does not render legal or tax advice, and the information contained in this
communication should not be regarded as such.
This communication may contain confidential and/or privileged information. If you are not the intended
recipient (or have received this communication in error) please notify the sender immediately and
destroy this communication. Any unauthorized copying, disclosure or distribution of the material in this
communication is strictly forbidden.
Deutsche Bank does not render legal or tax advice, and the information contained in this
communication should not be regarded as such.
EFTA00626662
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| Filename | EFTA00626659.pdf |
| File Size | 234.2 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 7,663 characters |
| Indexed | 2026-02-11T23:09:01.774366 |