The document outlines the decision to add and format information in the main client list for KCP Capital Markets. It specifies the addition of categories such as 'Good to Trade', 'ISDA', 'Revenues', 'Live Trade', and 'GM or Umbrella Account' with responsible individuals assigned to each. It also describes the structure of various tabs in the spreadsheet, including 'Main file', 'Latam', 'US', 'Alex Brown', and 'Off-Boards'. The memo emphasizes confidentiality and the non-advisory nature of the information.
documents/vol00010-efta01362668-pdf.pdf
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