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Please describe in detail expected account activity for this product : Operational payments for maintenance of aircraft. Investment Products (Custody,Brokerage,Agency,Margin) r Yes 6 No Fiduciary (Investment Mgmt. / Trust) r Yes 6 No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) r
Investment Products (Custody,Brokerage,Agency,Margin) r Yes 6 No Fiduciary (Investment Mgmt. / Trust) r Yes 6 No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) r Yes 6 No Required Security Services Checks Security Search Type: Full Confidential Treatment Requested by JPMorgan Chase
igh Please describe in detail expected account activity for this product : Transfers totalling $200,000 per year expected. Investment Products (Custody,Brokerage,Agency,Margin) r Yes 6 No Fiduciary (Investment Mgmt. / Trust) r Yes 6 No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) r
Investment Products (Custody,Brokerage,Agency,Margin) r Yes 6 No Fiduciary (Investment Mgmt. / Trust) r Yes 6 No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) r Yes 6 No Required Security Services Checks Security Search Type: Full Confidential Treatment Requested by JPMorgan Chase
her - r Low r medium r High Please describe in detail expected account activity for this product : Administrative Flows. Investment Products (Custody,Brokerage,Agency,Margin) F Yes r No Cash ( withdrawals/deposits)- r Low r Medium r High Check deposits / Check paid - r Low r Medium r High Wire Incoming & Outg
ity for this product : Buy and hold investments for his IRA account. Fiduciary (Investment Mgmt. / Trust) r Yes r• No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) r Yes 6 No Required Security Services Checks Security Search Type: Full Note for Security Services: Please list any specif
M Other r Low r Medium r High Please describe in detail expected account activity for this product : Low monthly activity Investment Products (Custody,Brokerage,Agency,Margin) r Yes 6 No Fiduciary (Investment Mgmt. / Trust) r Yes 6 No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) C Yes
ty Investment Products (Custody,Brokerage,Agency,Margin) r Yes 6 No Fiduciary (Investment Mgmt. / Trust) r Yes 6 No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) C Yes 0 No Non-JPM Trustee(s)/Executor(s) Checks Background Check Date (Required If Check Carried Out) Comments (Required
r High Please describe in detail expected account activity for this product : Payment of real estate operating expenses. Investment Products (Custody,Brokerage,Agency,Margin) r Yes a No Fiduciary (Investment Mgmt. / Trust) r Yes a No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) r Y
. Investment Products (Custody,Brokerage,Agency,Margin) r Yes a No Fiduciary (Investment Mgmt. / Trust) r Yes a No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) r Yes a No Required Security Services Checks Security Search Type: Full Note for Security Services: Please list any specif
m r High Please describe in detail expected account activity for this product : Payment of real estate operating expenses. Investment Products (Custody,Brokerage,Agency,Margin) c Yes 6 No Fiduciary (Investment Mgmt. / Trust) r Yes 6 No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) r Y
. Investment Products (Custody,Brokerage,Agency,Margin) c Yes 6 No Fiduciary (Investment Mgmt. / Trust) r Yes 6 No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) r Yes f• No Required Security Services Checks Security Search Type: Full Note for Security Services: Please list any specif
Entities connected to both Custody,Brokerage,Agency and Line of Credit, Mortgage
Investment Mgmt
ORGANIZATIONDeposit/Current Accounts
ORGANIZATIONChecking, Savings, Money Market
ORGANIZATIONInternal Transfers
ORGANIZATIONDocumentation/ Information
ORGANIZATIONthe Entity/Client
ORGANIZATIONSecurity Services
ORGANIZATION