Epstein File EFTA01377839: Client, Recording and Beneficial Owner (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01377839: Client, Recording and Beneficial Owner (DS10)

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This document is a client account agreement with DBSI or Pershing that outlines client rights and obligations regarding account management, transaction confirmations, and telephone recording consent. The agreement specifies that the client must notify DBSI in writing within ten days of any objection to transactions and consents to recording of telephone calls. The document addresses joint accounts and beneficial owner information requirements.

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client recording beneficial owner

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Excerpt 1

**Client** agrees that DBSI or Pershing may execute or assign to each other or any third party any rights or obligations **Client** granted under this Account

Excerpt 2

**Client** agrees to notify DBSI in writing, within ten (10) days after transmittal to **Client** of a confirmation, of any objection **Client** has to any transaction

Excerpt 3

**Client** consents to DBSI recording any or all telephone calls with **Client**. 21. Joint Accounts. a.