After reviewing with the Offshore Team on the documentation and for accuracy on providing client information, I propose the AML/Onboarding Team provide the documents since they can provide for both Wealth Management and the Brokerage accounts. Let me know your thoughts Teresa Metallo Vice

r internal use only Keith, After reviewing with the Offshore Team on the documentation and for accuracy on providing client information, I propose the AML/Onboarding Team provide the documents since they can provide for both Wealth Management and the Brokerage accounts. EFTA01398548