Subject: RE: Southern Financial - KYC Docs. I From: Zack Bunimovich Date: Thu, 19 Apr 2018 17:24:00 -0400 To: Aiasha Khokhar Martin Zeman Nina Tona Cc: Liam Osullivan Davide-A Sferrazza Xavier Avila Joshua Shoshan Classification: For internal use only CRS template is attached. We have their tax form — also see attached. From: Aiasha Khokhar Sent: Thursday, April 19, 2018 5:00 PM To: Zack Bunimovich Cc: Liam Osullivan >; Nina Tona ; Martin Zeman Davide-A Sferrazza vier 'vi a Joshua Shoshan Subject: RE: Southern Financial - KYC Docs. [I] Classification: For internal use only Hi Zack: Please attach the CRS form to review. However the client must reach out to their tax team for clarification as we are not authorized to give tax advice or help. Client also has to provide a tax form as well. EFTA01400063