Marie:  I would like to schedule a meeting with you and others to review the  agreement process, your contacts, account information, record retention  (physical files and Lotus Notes), reporting procedures, any forms which you  have developed and helpful tips.
I know that you are working on a memo which  will address this information and it would be extremely helpful if we could  learn from your experience.
I would also like to discuss Ted Murphy's  expectations.
I think this will take about an hour.
Please give me a  suggested time during the week.
Thanks.
Sara

Brokerage and Repo Agreements