The email discusses the confusion caused by a spreadsheet provided by US KCP for CIB, specifically regarding Red and Amber clients. It requests clarification on actions for Aziz's team and confirmation on the offboarding status of certain clients. It also outlines steps for turning Red and Amber clients green with necessary approvals and confirmations.
documents/vol00010-efta01362623-pdf.pdf
{"title":"Family Office Initiative - Follow Up","key_people":["Davide","Nina","Aziz"],"document_type":"correspondence","document_subtype":"email","key_organizations":["US KCP","CIB"],"reference_numbers":["1000039769"]}