Epstein File EFTA01355754: Document from Set 10 (DS10)

Epstein Index›Documents›EFTA01355754

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01355754: Document from Set 10 (DS10)

Financial RecordDate unavailableEFTA013557540 keyword hits

0

views

0

shares

0

reactions

0

persons

1

keywords

3

excerpts

This document is an options trading approval form dated October 23-29, 2013, with client objectives including income generation through covered call writing, portfolio protection, and speculation. The form includes signatures from advisor Tazia and approval dates, with references to an options department.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

client

📋 Key Excerpts3

PersonKeyword

Excerpt 1

Option Objectives (check ALL that apply): Income (covered call writing) Portfolio Protection (protective puts) Speculation (spreads & uncovered writing) **Client**

Excerpt 2

Signed) Herry full Date 10/23/13 Signed Date " Print **Client** OPTION DEPT.

Excerpt 3

Jane APPROVAL: Advisor Name Tazia CA # TDS **Client** Advisor Signature Date 10/29/13 ROP Approval Date 10/24/13 SROP DATE Comments: FOROPTIONDEPT.