Epstein File EFTA01522258: Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01522258: Asset (DS10)

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Account agreement document from an investment firm with staff members Jason Bell (Investment Specialist), Janet Young (Client Service Team - Equity), and Gina Magliocco (Client Service Team - Cash & Fixed Income). The document describes deposit sweep procedures, interest compounding calculations, and modifications to asset account agreement terms regarding uninvested cash balances.

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🔑 Evidence Keywords

asset client

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PersonKeyword

Excerpt 1

Jason Bell Investment Specialist Holdings calculated on uninvested cash balances and new cash Janet Young Client Service Team Equity 4 deposits in your **Asset**

Excerpt 2

Account if they are transferred Gina Magliocco Client Service Team Cash & Fixed Income 7 automatically to the Deposit Sweep that is described in the **Asset**

Excerpt 3

The Second Paragraph of Section 1 of the **Asset** Account Agreement shall be replaced as follows: Interest will be compounded, calculated daily using the