Document Mentions (3 shared documents)

EFTA01362631

3 mentions1 same-page

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ification: For Internal use only Hi Clifford, lain Macara Victoria Bruce The WM list of clients that require ICG coverage was discussed with lain Macara and team and it was agreed that WM will review the red and amber clients to ensure they were centrally in CIB turned to green before acceptance by l

hyto Katherine Stead Max Kleinert Subject: RE: Family Office Initiative - Follow Up (I) Classification: For Internal use only Hi Clifford, lain Macara Victoria Bruce The WM list of clients that require ICG coverage was discussed with lain Macara and team and it was agreed that WM will review the

with the CIB central client selection team to turn those cases to green as they require different set of approvals. In the meantime, we have a new KCP COO in WM — Victoria Bruce (cc'd), who will address the longer term solution of getting direct access for KCP clients. Best, Tanu Tanu Kirti Directo

EFTA01362640

2 mentions1 same-page

Page ?Same page

The WM list of clients that require KG coverage was discussed with lain Macara and team and it was agreed that WM will review the red and amber clients to ensure they were centrally in CIB turned to green before acceptance by l

EFTA01362653

2 mentions1 same-page

Page ?Same page

[II Classification: For Internal use only Hi Clifford, ; Victoria Bruce The WM list of clients that require ICG coverage was discussed with lain Macara and team and it was agreed that WM will review the red and amber clients to ensure they were centrally in CIB turned to green before acceptance by l

with the CIB central client selection team to turn those cases to green as they require different set of approvals. In the meantime, we have a new KCP COO in WM — Victoria Bruce (cc'cl), who will address the longer term solution of getting direct access for KCP clients. Best, Tanu CONFIDENTIAL - PUR