Epstein File EFTA01480084: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01480084: Asset (DS10)

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This document is a J.P. Morgan Advisory Program application form for discretionary asset/brokerage accounts, including a line of credit application linked to asset accounts. It specifies tax cost methodology options (High Cost, FIFO, Low Cost) and identifies asset types eligible for Average Cost accounting treatment.

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Excerpt 1

Morgan Advisory Program (discretionary) **Asset**/Brokerage **Asset**/Custody I hereby apply for a Line of Credit linked to my **Asset** Account Yes* (U-I form will

Excerpt 2

Account Tax Cost Methodology: High Cost Long Term High Cost FIFO Low Cost The following **asset** types should utilize the Average Cost accounting option: