Internal Report on Client Meeting

Client: John Branson

Mr. Branson is planning to end his engagement to another client, Julianne Parker, and is seeking to liquidate certain jointly held assets between the two of them without notifying Mrs. Parker. Per company policy a notification of movement on these assets will be sent to Mrs. Parker, but in protection of Mr. Branson’s confidentiality no information on his actions will be disclosed.

File added on: 8/24/09

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