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SZOO I SO I £89 Client Information Montpelier Trust Trust Information Trust Type Name Irrevocable Trust Montpelier Trust US Trust Jurisdiction Date Established 07/31/2018 Name of All Trustees Christine Yvonne Malina-Maxwell Jeffrey W. Roberts Scott Borgerson Na
frey W. Roberts United States Citizenship Gender Date of Birth Marital Status Male Married Client Contact Information Residential Address 5 Settlers Lane City, State, Zip Code Home Phone E-mail Address Wenham, MA 01984-1464 Net Worth Information You have indicated that you do not derive a substan
SUBS UBS Financial Services Inc. 299 Park Avenue 26th Floor New York NY 10171.0002 Tel ubs.conVfs Montpelier Trust 155 Seaport Boulevard ATTN: Nutter McClennen & Fish LLP Boston, MA 02210-2698 January 3, 2019 Request: Please review the enclosed information a
frey W. Roberts United States Citizenship Gender Male Date of Birth Marital Status Married Client Contact Information Residential Address 5 Settlers Lane City, State, Zip Code Home Phone E-mail Address Wenham, MA 01984-1464 Net Worth Information You have indicated that you do not derive a substan
Signature Page Summary _Montpelier Trust Account Number and Description Signature Requirement RMA Domestic - Trust i Client Relationship Agreement RMA Domestic - Trust Client Relation
berts United States Citizenship Gender Male Date of Birth 10/20/1977 Marital Status Married Client Contact Information Residential Address Settlers Lane City, State, Zip Code Home Phone Wenham, MA 01984-1464 (617) 439 - 2149 [email protected] E-mail Address Net Worth Information You have ind
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