Epstein File EFTA01583451: Endowment and Asset (DS10)

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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01583451: Endowment and Asset (DS10)

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This is a JPMorgan asset account application or agreement form dated for an endowment or foundation entity, detailing account options including discretionary advisory programs, asset/brokerage custody, lines of credit, and deposit sweep arrangements. The form includes tax cost methodology selections and entity classification options.

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🔑 Evidence Keywords

asset endowment

📋 Key Excerpts4

PersonKeyword

Excerpt 1

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

Excerpt 2

All uninvested cash balances will automatically transfer into a Federal Deposit Insurance Corporation (FDIC) insured Deposit Sweep as described in the **Asset**

Excerpt 3

Alternative sweep option JPMorgan Tax Free Money Market Fund Account Tax Cost Methodology: X High Cost Long Term High Cost FIFO Low Cost The following **asset**