Epstein Index›Documents›EFTA01389702
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01389702: Offshore (DS10)

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This document is an investment advisory or prospectus excerpt discussing tax-exempt investment options for investors seeking to avoid Unrelated Business Taxable Income (UBTI) and willing to forgo U.S. treaty benefits. The document recommends consideration of an 'Offshore Access Fund' as an alternative investment vehicle. The excerpt is identical to EFTA01390119 and EFTA01391078 with no specific dates, amounts, or named parties identified.

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Excerpt 1
Tax-Exempt Investors that do not wish to receive any UBTI and are willing to forgo claiming U.S. treaty benefits should consider investing in the **Offshore**
Excerpt 2
Investors should, if eligible, instead consider an investment in the **Offshore** Access Fund.

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