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Booking Center: New York Relationship Manager: Stewart Oldied 0 New KM Retatenship 0 Edging PM Relau
ring or unethical activities on the part of the client(s) and that! have followed all the procedures relating to account opening as described in the PWM Americas Procedures and the PIM Global KYC Policy (I) Client Facing Professionals (CFP 's) include: Relationship Managers, Wealth Advisors, Product Cyficers
Approved 1. Relationship Details Relationship Name: SOUTHERN FINANCIAL REIATIONSNIP:00000483290 Booking Cater: New York Relationship Manager: Stewart Wiled O New PWM Relatenship la edging PWPI Relationship Relationship to %W14: If existing, please Indicate since when the relationship esists, pr
ing or unethical activities on the part of the client(s) and that I have followed all the procedures relating to account opening as described in the PWM Americas Procedures and the PWM Global KYC Policy (I) Client Facing Professionals (CFP's) include: Relationship Managers, Wealth Advisors, Product Officers,
ager: EPSTEIN, JEFFREY RELATIONSHIP:00000483290 Stewart Oldfield New PWM Relationship Alt Existing PWM
ng or unethical activities on the part of the client(s) and that I have followed all the procedures relating to account opening as described in the PWM Americas Procedures and the PWM Global KYC Policy (1) Client Facing Professionals (CFP's) include: Relationship Managers, Wealth Advisors, Product Office
Entities connected to both Martha Stewart and PWM Americas

Stewart Oldfield
PERSON
Jeffrey Epstein
PERSON
Alfredo Rodriguez
PERSONDarren Indyke
PERSON
Prince Andrew
PERSON
United States
LOCATION
Deutsche Bank
ORGANIZATION
John Brennan
PERSON
George W. Bush
PERSONSouthern Trust Company
ORGANIZATION
Alan Dershowitz
PERSON
Bill Clinton
PERSON
Lesley Groff
PERSON
Eric Holder
PERSON
Harvey Weinstein
PERSON
Les Wexner
PERSON
U.S. Virgin Islands
LOCATION
Mort Zuckerman
PERSONDaphne Wallace
PERSON
Bruce Wasserstein
PERSON