Subject: RE: SOF IV names [I] [C] From: Stewart Oldfield ‹ > Date: Tue, 01 May 2018 18:10:49 -0400 To: Nathaniel Mor an Cc: Andrew King William-M Finn Always happy to help you help me From: Nathaniel Morgan Sent: Tuesday, May 01, 2018 6:10 PM To: Stewart Oldfield Cc: Andrew King ; William-M Finn < Subject: RE: SOF IV names [I] [C] Classification: Confidential Thanks for the time on the phone Stew. We've got all that we need and will get rolling on the AIS requests. From: Nathaniel Morgan Sent: Tuesday, May 01, 2018 5:52 PM To: Stewart Oldfield Cc: Andrew King < ; William-M Finn ‹ > Subject: RE: SOF IV names [I] [C] Classification: Confidential Hi Stew, I've attached the form for the clients in red. Since everyone appears to be in DB force, we don't need the addresses and all that jazz. Just need the standard Suitability/Asset Allocation info, as well as phone #'s and emails if you have them. EFTA01421935