Epstein File EFTA01480123: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01480123: Asset (DS10)

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Account application or enrollment form for Morgan Advisory Program (discretionary) requesting asset/brokerage account setup and line of credit options linked to asset accounts. The document includes tax cost methodology options (High Cost, Long Term, FIFO, Low Cost) and specifies asset types eligible for Average Cost accounting treatment.

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asset

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Morgan Advisory Program (discretionary) **Asset**/Brokerage **Asset**/Custody : hereby apply for a Line of Credit linked to my **Asset** Account Yes* (U-1 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: