Epstein File EFTA01584121: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01584121: Client and Financial Trust Company (DS10)

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Email correspondence from June 1, 2011, regarding JPMorgan investment accounts managed by The Financial Trust Company. The message references Darren and David Giuffrida from JPM Global Investment Opportunities Group, discusses tax cost reporting defaults, and lists multiple account numbers (Qxxxx1005, Wxxxx0001, Qxxxx5001) associated with The Financial Trust Company. The communication addresses account administration and reporting methodology changes.

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client Financial Trust Company

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Excerpt 1

Street, 10B New York, New York 10065 Telephone: Direct: Fax: email: The information contained in this communication is confidential, may be attorney-**client**

Excerpt 2

Qxxxx5001 - The Financial Trust Company - W23560-001 Darren, David Giuffrida from the JPM Global Investment Opportunities Group had sent an email to **Client**

Excerpt 3

The tax cost reporting default for JPMorgan changed a couple of months ago to "high cost" unless the **client** specified a different reporting method.