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Booking Center: New York Relationship Manager: Stewart Oldfieid El New PWM Relationshp El Existing PWM
ed (Legal Entities Only) @Ye O Et O Not Applicable J. Undisclosed Principal Form Complete (Intermediaries Only) ales O No 0 Not Applicable K. If Lexis/Nexis Search Results, Corporate DOCUSISISS or Other Supporting Documentation is not in English, please provide an English summary of the naturelcontents of the norrEngli
eet must be established for each account to be opened 2. Account Ownership Summary Account Name: & Acct Number (if avaitatie). Account Manager: Stewart Wield What is the purpose of the account (e.g. portfolio management, advisory account, custody services, long-term immanent, payment/expense account
(Legal Entities Only) El Yes O No O Net Applicable 3. Undisclosed Principal Form Compiete (Intermediaries Orgy) O Yes O No 2 Not Applicable IC If Lexis/Nexis Search Results, Corporate Documents or Other Supporting Documentation S not Ill English, please provide an English anmary of the nattrefantents of the non-English
heet must be established for each account to be opened 2. Account Ownership Summary Account Name: = Act Number (if avaitatie). Account Manager: Stewart O4fieid What is the purpose of the account (e.g portfolio management, advisory account, custody services, long-term invisbnent, payment/expense acco
(Legal Entities Only) El Yes O No O Net Applicable 3. Undisclosed Prince:el Form Compiete (Intermediaries Orgy) O Yes O No 2 Not Applicable IC If Lexis/Nexis Search Results, Corporate Documents or Other Supporting Documentations not Ill English, please provide an English arnmary of the nattrefccatents of the non-English
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