PreviousName/MMNIAlias Citizenship UNITED STATES Employer Name N/A High Risk Jurisdiction No Occupation Volunteer Industry Code (NAIC) Individuals 19999401 Years at Occupation 2 Secondary Industry Code (NAIC NAIC NOT PROVIDED (I Address(es) Type Notes Address City. State. Postal Code Country Toots Entered by Date of Update Preferred Legal 1000 VENETIAN WAY APT 801 MIAMI, Florida, 331391043 UNITED STATES Map ir BATCH 06'252012 Yes Legal 1000 VENETIAN WAY APT 801 MIAMI, Florida. 331391043 UNITED STATES Map it BATCH 06/252012 No Legal 1000 VENETIAN WAY APT 801 MIAMI, Florida. 331391043 UNITED STATES Map it BATCH 08.252012 No Legal 1000 VENETIAN WAY APT 801 MIAMI. Florida. 331391043 UNITED STATES Map it BATCH 08252012 No Phone(s)/Fax(s) Type Notes Phone Number Tools Entered by Mall Preferred Homo ■ Verify 'Do Nol Car List BATCH 02/15/2013 Yes Work Venfy 'Do Not Call' Lisl BATCH 02107/2012 No Cell ■ Verty 90 Nol Car Lisl TECS_DATA 06;04/2011 No Other Verify to Not Car Lisl SYSTEM 07/23/2011 No Work ■ Verify to Not Car List SYSTEM 09702/2011 No Fax Venfy to Not Car Lisl SYSTEM 02/07/2012 No Cost Center 8 Hierarchy Client Status Client Individual Client S sor NIRSTEN A SICHLER New or Existi Client Existin I Cost Center 008634 • CHBG Client Service Team CHBG DE 4 IM ITAIMMMEM Decision Maker GIO Portfolio Mane. er Trust Advisor investor 839487 Identification Withholding Federal Status 31 Form of government issued Identification obtained for the files Prima Identification Number Date Issued Domestic Centred None Withholding SSN/TIN Certification Date SSNITIN/EIN Issued B Ex • 'ration Date 03.05/2003 Confidential Treatment Requested by JPMorgan Chase JPM-SDNY-00062529 EFTA01582944