EFTA01427859.txt Text dataset_10 View on DOJ

Illegal Activity
suspicious
Blackmail
none
Date
2018-10-11
Document Type
email
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
This email chain discusses the proposal to open the Butterfly Trust account with the KCP team at Deutsche Bank Wealth Management. It outlines the procedures, including a quarterly attestation by Martin Zeman to ensure the account is not offered KCP products.
Metadata
Subject
RE: Butterfly Trust [C] [I]
Sender
Coley Jellinghaus
Recipients
Stewart Oldfield
Document ID
Date
2018-10-11
Illegal Activity
Severity
suspicious
Description
The quarterly attestation suggests a potential concern about offering KCP products to the Butterfly Trust account, which could indicate an attempt to circumvent regulations or internal policies.
Content Type
first_hand
Evidence:
  • Martin Zeman will sign a quarterly attestation that the account is not being offered KCP products. This suggests a potential concern about offering KCP products to this account.
Relationships 5
Entity 1RelationshipEntity 2Description
Coley Jellinghaus email correspondence Stewart Oldfield Coley Jellinghaus responds to Stewart Oldfield regarding the Butterfly Trust.
Stewart Oldfield email correspondence Liam Osullivan Stewart Oldfield forwards an email from Liam Osullivan regarding the Butterfly Trust.
Liam Osullivan email correspondence Martin Zeman Liam Osullivan sends an email to Stewart Oldfield with Martin Zeman in CC regarding the Butterfly Trust.
Liam O'Sullivan Business KCP team Liam O'Sullivan proposes opening the Butterfly Trust with the KCP team.
Martin Zeman Financial Butterfly Trust Martin Zeman will sign a quarterly attestation that the account is not being offered KCP products.
Notable Quotes 3
Perfect.
We propose that the Butterfly Trust is opened with the KCP team.
Martin will sign a quarterly attestation that the account is not being offered KCP products.
Financial Information
Assets:
  • Butterfly Trust
Transactions:
  • Opening of the Butterfly Trust account with the KCP team.
Raw Analysis JSON click to expand
Themes
Financial transactions/money flowBusiness dealingsCommunications/correspondence
Organizations 6
Butterfly TrustDB Securities IncDeutsche Bank Wealth ManagementFINRAKCP teamDeutsche Bank
Locations 1
345 Park Avenue, 10154-0004 New York, NY, USA
Financial Entities 1
DBSI
Text Analysis
Tone
Professional
Purpose
To discuss and propose the opening of the Butterfly Trust account with the KCP team and the associated procedures.
Significance
The document outlines the internal procedures and considerations for opening a specific trust account (Butterfly Trust) within Deutsche Bank Wealth Management, including compliance measures and internal approvals.
File Info
File Name
EFTA01427859.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41:34.465502
DOJ Source
View on DOJ