Epstein File EFTA01583264: Client, JP Morgan and Offshore (DS10)

Epstein Index›Documents›EFTA01583264

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01583264: Client, JP Morgan and Offshore (DS10)

Calendar EntryFebruary 8, 2013EFTA015832641 keyword hits

1

views

0

shares

0

reactions

0

persons

5

keywords

8

excerpts

This document is a calendar entry or application form for a private asset management account, dated 02/08/2013. The client is not applying for JP Morgan offshore funds and has a US owner corporation asset account. The document includes fee schedule information with a 2003 fee payment marked as 'Not Applicable' and references a principal minimum fee calculation.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

asset client JP Morgan offshore calendar

📋 Key Excerpts8

PersonKeyword

Excerpt 1

Managed Module: No Is this Client applying for Private Asset Management Account?

Excerpt 2

Signed: 02/08/2013 Send Company Reports: No / would like to invest in JP Morgan Offshore funds: No Foreign Crossover Relationship: US Owner Corporation Asset

Excerpt 3

Account : Asset Fee Schedule Information Fee Schedule: Asset Schedule B 2003 Fee Payment: Not Applicable Charge To: Principal Minimum Fee: Percent Principal