Kevin

Assistant service — portfolio oversight, structured products analysis, morning briefinvoice_only

Interactions (1)

call3/21/2026

Call with Kevin about accumulator analysis. He wants probability breakdown on his current accumulator positions — knock-in levels, expected payoff under different vol scenarios. Discussed his concern about mark-to-market losses if HSI drops further. Promised to deliver analysis by end of week.

Next: Deliver accumulator probability analysis (3/21/2026)

Asked about expanding service to cover his Singapore holdings tooVisa evidence

Commitments (2)

Deliver accumulator probability analysis to Kevin

overdueDue 3/21/2026

Formalize contract with Kevin

open

Financial History

Kevin — March 2026 advisory fee

revenuepaid

£500