Epstein File EFTA01362610: Document from Set 10 (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01362610: Document from Set 10 (DS10)

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Internal JPMorgan memorandum outlining client coverage approach between Wealth Management and Investment Banking divisions, describing client perimeter definitions, ACO assignments, and relationship management protocols for clients including KCP, with color-coded status indicators for client relationships.

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client memorandum

📋 Key Excerpts3

PersonKeyword

Excerpt 1

The approach we agreed with regard to WM clients needing GM product coverage is summarised below: Wealth will define a **client** perimeter with the central

Excerpt 2

Mercury programme and assign ACOs to all those clients (including KCP) If ICG has it's own relationship with the **client** as well, then ICG will also have

Excerpt 3

an ACO and the **client** would be green in the ICG perimeter If ICG does not have it's own relationship with the **client**, then the **client** would remain red