Message From: Casriel, Lyle | a | Sent: 9/14/2016 9:26:51 PM To: ee cc: Stackman, Scott | i | Subject: MAXWELL: Follow Up Ghislaine, This is the feedback we got from our cards group. If the client is the trustee, he/she can have a card on the account. The card would have his/her name on it. Additional parties can also have cards on the account if they are listed as authorized agents to have a card (these cards would have their names on them). Please note, grantors cannot have cards on trust accounts unless they are added as authorized agents. If the client has more details about who will be listed on the trust, we can ask more specific questions Let us know if you have more detailed questions. Best, Lyle Lyle Casriel Senior Vice President — Investments Private Wealth Advisor | Portfolio Manager Advisory & Brokerage Services UBS Financial Services Inc. Private Wealth Management 299 Park Avenue, 25th Floor New York, NY 10171 T i www.ubs.com/privatewealthmanagement **Disclaimer** Please visit our website at http-/financialservices inc .ubs,com wealthy E-maildisclaimer htm| 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, Soctal Security members, credit card numbers, passwords, or other personal information. UBS requires that any orders sent by email be verbally confirmed, orders sent by email alone will not be executed. The information contained herein has been obtained from sources believed to be reliable, we cannot guarantee its accuracy or completeness neither the information nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This information ts being provided as a service of your Financial Advisor and does not supersede or replace your monthly UBS Financial Services Inc. customer statement, Please be advised that information pertaining to trades of any securities is not an official transaction confirmation, The official confirmation of any transaction will be sent to you based on your delivery preferences UBS e-Delivery: easy. efficient. ecosmart. secure. CONFIDENTIAL UBSTERRAMARO0002951 EFTA00238342