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To: Katherine Stead >; Aamir Akram < >; Max Kleinert Cc: Clifford Fourie >; Oliver Bettin >; Tanushree Kirti ; Christopher Whyton < Subject: RE: Family Office
ative - Follow Up [I) Hi Katherine — thanks for including me. There's been a lot a dialogue with Wealth on the ACO subject this last week or 2 with Tanushree on point for Wealth (cc'ed). The approach we agreed with regard to WM clients needing GM product coverage is summarised below: • Wealth will defi
acilitate Katherine, we'd look to deploy a new flag in TF etc telling our guys they won't get dinged on these clients) Shout with qs thanks From: Katherine Stead Sent: 19 July 2018 10:37 To: Aamir Akram Max Kleinert < Cc: Clifford Fourie ; Oliver Bettin Subject: Family Office Initiative - Follow Up [II
There's been a lot a dialogue with Wealth on the ACO subject this last week or 2 with Tanushree on point for Wealth (cc'ed). The approach we agreed with regard to WM clients needing GM product coverage is summarised below: • Wealth will defi
d data. Best, Tanu Tanu Kirti Director WM Mercury Implementation Programme Manager Tel. Mobi From: lain Macara Sent: 19 July 2018 11:13 To: Katherine Stead Aamir Akram ax Kleinert Cc: Clifford Fourie ; Oliver Bettin Christopher Whyto Subject: RE: Family Office Initiative - Follow Up [I] Hi Katheri
p [I] Hi Katherine — thanks for including me. anushree Kirti There's been a lot a dialogue with Wealth on the ACO subject this last week or 2 with Tanushree on point for Wealth (cc'ed). The approach we agreed with regard to WM clients needing GM product coverage is summarised below: • Wealth will defi
Tanu Kirti Director WM Mercury Implementation Programme Manager Tel. Mobi Em From: lain Macara Sent: 19 July 2018 11:13 To: Katherine Stead ; Aamir Akram Max Kleinert Cc: Clifford Fouri Oliver Bett ; Christopher Whyto Subject: RE: Family Office Initiative - Follow Up DJ Hi Katherin
p DJ Hi Katherine — thanks for including me. Tanushree Kirti There's been a lot a dialogue with Wealth on the ACO subject this last week or 2 with Tanushree on point for Wealth (cc'ed). The approach we agreed with regard to WM clients needing GM product coverage is summarised below: • Wealth will defi
Entities connected to both Katherine Stead and Tanushree
Oliver Bettin
PERSONTanu Kirti
PERSONMax Kleinert
PERSONChristopher Whyton
PERSON
Ghislaine Maxwell
PERSONTanushree Kirti
PERSONClifford Fourie
PERSONAamir Akram
PERSON
Mercury
ORGANIZATION
Katherine
PERSONStefan Hoops
PERSONCompliance/Business
ORGANIZATIONYanni Pipilis
PERSONYanni
PERSONChristopher Whyto
PERSON