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EFTA00670838.pdf

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From: Brad Wechsler To: ' in —4 fr" CC: mjeevacation@gmail.comm <jeevacation@gmail.com> Subject: Re: Follow up Date: Fri, 10 Apr 2015 20:06:56 +0000 Inline-Images: image004.gif; image005.gif; image006.gif Yes; 1130; 230-400 From: Amanda Kirby [mailto Sent: Friday, April 10, 2015 03:52 PM To: Brad Wechsler Cc: 'jeevacation@gmail.com' <jeevacation@gmail.com> Subject: RE: Follow up Great. Do you have time on Monday for a call? I'd like to introduce some of the brokerage team and discuss the documents we'll be sending over From: Brad Wechsler [mailto: Sent: Friday, April 10, 2015 3:29 PM To: Amanda Kirby Cc: 'jeevacation@gmail.com' Subject: Re: Follow up Full power From: Amanda Kirby [mailto: Sent: Thursday, April 09, 2015 02:17 PM To: Brad Wechsler Subject: Follow up Brad, As a follow up to our conversation I wanted to highlight the difference between a Limited POA and a Full POA. As a Limited POA Jeffrey will only be able to trade in Leon's account. As a Full POA he will be able to trade, move assets and sign documents. I wanted to make sure this was clarified before you speak with Leon and Jeffrey tomorrow. Also, I know you are not currently focused on investments but a number of our family office clients have found our deposit and cd rates attractive for excess cash and current rate environment. Since Leon already has bank accounts opened I've attached those rates for reference. Deutsche Bank AG Preferred CD Client Rates (Not FDIC Insured) As of April 9. 2015 Tenor Interest Rate Annual Percentage Yield 1-month 0.19% 0.19% 3-month 0.26% 0.26% 6-month 0.40% 0.40% 24-month 1.15% 1.16% Deutsche Bank AG Preferred CD Promotional Client Rates (Not FDIC Insured) March 09-June 12, 2015 Tenor Interest Rate Annual Percentage Yield 7month 0.55% 0.55% 12-month 0.90% 0.90% 18-month 1.05% 1.06% EFTA00670838 Deposit Rates As of April 6. 2015 Elite products Rate Annual Percentage Yield (APY) Checking with Interest (NOW) 0.10% 0.10% Personal Money Market Deposit 0.35% 0.35% Business Money Market Deposit Balances < $50mm 0.20% 0.20% Balances between $50mm & 0.15% 0.15% 5100mm Balances > 5100mm 0.10% 0.10% Please let me know if you have any questions Best, Amanda Kirby Amanda Kirby Deutsche Bank Trust Company Americas WM Americas 345 Park Avenue, 24th Fl 10154-0004 New York, NY, USA Tel. Fax Ema Panio-ptiv- Perform- 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. www.irnax.com 'MAX* is a registered trademark of IlvIAX Corporation. IMPORTANT NOTICE Information contained in this e-mail correspondence and any attachments is confidential information intended only for the use of the individual or entity named above. Any reader of this message who is not the intended recipient of this correspondence is hereby notified that any dissemination. distribution. copying or communication of the contents of this correspondence is strictly prohibited. If this e-mail was not addressed to you . please immediately notify us by phone in Canada at (905)403-6500 (collect calls will be accepted) or by email at and delete and destroy this correspondence inadvertently sent to you. Thank you EFTA00670839 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. ..nvw.:max.cotri 'MAKE) is a registered trademark of IMAX Corporation IMPORTANT NOTICE Information contained in this e-mail correspondence and any attachments is confidential information intended only for the use of the individual or entity named above. My reader of this message who is not the intended recipient of this correspondence is hereby notified that any dissemination. distribution. copying or communication of the contents of this correspondence is strictly prohibited. If this e-mail was not addressed to you . please immediately notify us by phone in Canada at (905) 403-6500 (collect calls will be accepted) or by email at and delete and destroy this correspondence inadvertently sent to you. Thank you EFTA00670840

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Filename EFTA00670838.pdf
File Size 141.1 KB
OCR Confidence 85.0%
Has Readable Text Yes
Text Length 4,886 characters
Indexed 2026-02-11T23:26:09.244476
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