EFTA00238342.pdf

Message From: Casriel, Lyle Sent: 9/14/2016 9:26:51 PM To: CC: Stackman, Scott Subject: MAXWELL: Follow Up Ghislaine, This is the feedback we got from our cards group. If the client is the trustee, he/she can have a card on the account. The card would have his/her name on it. Additional parties can also have cards on the account if they are listed as authorized agents to have a card (these cards would have their names on them). Please note, grantors cannot have cards on trust accounts unless they are added as authorized agents. If the client has more details about who will be listed on the trust, we can ask more specific questions Let us know if you have more detailed questions. Best, Lyle Lyle Casriel Senior Vice President — Investments Private Wealth Advisor I Portfolio Mainger Advisor) & Brokerage Services UBS Financial Senices Inc. Private Wealth Maingonent 299 Park Avenue, 25th Floor New York, NY 10171 Tel Fax www.ubs.com/privatewealthmanagement 'WmIceman Please visit our webs tie a lao:, linancialsorcicaincartn.comwealthE-maildnektimer.hon(for important disclosurcs and information about cure-mad For your protection please do not transmit cinders or 1/11014CHOM by e-mail or iflaude SWUM numbers. Social Security northers. credit card member. passwords. or other personal information VHS requires that any orders seer by mad be verbally confirmed orders sent by email alone will not be caroled The information contained herein has bear °hawed from S011Itet believed to he reliable. we cannot guarantee 'Zr accuracy or completeness neither the intonation nor any opinion expressed constitutes a solicitation for the purchase& safe of any security. This irritation is bang provided as a service about Finaticia Advisor and does not supersede or replace your monthly EMS Financial Services Inc. natant: statement Please be mimed that infiwmatton ;renaming a trades of any accuracy a nor an official transaction confirmation. The OffiCla roof: matron of any transaction will be sent to you based on your delivery preferences. UBS e-Delivery: easy. efficient. ecosmart. secure. CONFIDENTIAL UBSTERRAMAR00002951 EFTA00238342