EFTA00091685¶
Hi,¶
Apologies for my delay. We don’t see anything yet but of course will confirm upon receipt. My understanding is we can only look for incoming funds if you have a reference number, please let us know if you have that.¶
Best,¶
Lyle¶
Lyle Casriel Senior Vice President – Investments Private Wealth Advisor | Portfolio Manager UBS Private Wealth Management T ___6___com¶
-----Original Message----- From: G Max [mailto:GMax@com] Sent: Wednesday, July 24, 2019 12:54 PM To: Casriel, Lyle; Stackman, Scott Subject: [External] Re:¶
Thank you Also the funds 500,000 pounds (not sure what the amount is when converted to dollars) should be in bound from my personal Barclays account in the UK- perhaps you can verify and let me know it is in bound and confirm when it is in the account so I can move the to its new home once it has arrived along with all my other accounts identified to be moved again thank you for your help¶
On 7/24/19, 9:40 AM, “___com”> wrote:¶
Hi,¶
We are checking on this.¶
Lyle Casriel Senior Vice President – Investments Private Wealth Advisor | Portfolio Manager UBS Private Wealth Management T ___6___com¶
-----Original Message----- From: G Max [mailto:GMax@com] Sent: Wednesday, July 24, 2019 11:38 AM To: Stackman, Scott; Casriel, Lyle Subject: [External]¶
Question. I am in the process of shutting TerraMar. Can that account remain till it is closed which will be in the next few months? It is a 2013 and not opened by me and not in my name? I will have answers for all my personal funds by the end of the week. Please let me know. Thx¶
Please visit our website at¶
UBSTERRAMAR00004462¶
CONFIDENTIAL¶
EFTA00091686¶
http://financialservicesinc.ubs.com/wealth/E-maildisclaimer.html for important disclosures and information about our e-mail policies. For your protection, please do not transmit orders or instructions by e-mail or include account numbers, Social Security numbers, credit card numbers, passwords, or other personal information.¶
CONFIDENTIAL¶
UBSTERRAMAR00004463¶