Epstein Index›Documents›EFTA01394130
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01394130: Offshore (DS10)

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This document provides guidance to tax-exempt investors regarding investment options in offshore funds, specifically advising investors who do not wish to receive unrelated business taxable income (UBTI) and are unwilling to claim U.S. treaty benefits to consider investing in the Offshore Access Fund.

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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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