Epstein Index›Documents›EFTA01390119
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01390119: 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. No specific dates, financial amounts, or named parties are identified in the excerpt.

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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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