Epstein Secrets

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 define a client perimeter with the central Mercury programme and assign ACOs to all those clien

oduct (as opposed to client) appropriateness, then this is a fundamental change in what is currently drafted in the SLA. I have cc'ed lain who runs Mercury for Markets and can comment on the ACO situation Also cc Cliff who is the BM for our WIS desk who is familiar with the existing status quo and will be the point

ther to our call this morning, the following thoughts come to mind where we have a FO's being covered exclusively by KCP employees who are accessing GM systems: Who will be ACO for these clients (for co-covered clients we have a GM ACO, but this will not be the case for these clients) Does this in

oduct (as opposed to client) appropriateness, then this is a fundamental change in what is currently drafted in the SLA. I have cc'ed lain who runs Mercury for Markets and can comment on the ACO situation Also cc Cliff who is the BM for our WIS desk who is familiar with the existing status quo and will be the point

Who will be ACO for these clients (for co-covered clients we have a GM ACO, but this will not be the case for these clients) Does this initiative undermine the co-covered model which has been operating up until this po

oduct (as opposed to client) appropriateness, then this is a fundamental change in what is currently drafted in the SLA. I have cc'ed lain who runs Mercury for Markets and can comment on the ACO situation Also cc Cliff who is the BM for our WIS desk who is familiar with the existing status quo and will be the point