Epstein File EFTA01355782: Document from Set 10 (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01355782: Document from Set 10 (DS10)

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This document is an options trading agreement or form dated October 23-24, 2013, signed by an advisor named Jazia Smith (CA #TDS). The form outlines client objectives including income generation through covered call writing, portfolio protection, and speculation, with reference to strike prices and underlying stock purchase obligations.

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client

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PersonKeyword

Excerpt 1

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

Excerpt 2

If assigned, the **client** must purchase the underlying stock at the strike price, which may be substantially higher than the then-current market price. 5

Excerpt 3

Signed Hang Full Date 10/23/13 Signed Date Print **Client** Advisor Name JAZIA 8/4 SMITH CA # TDS **Client** Advisor Signature Date 10/24/13 ROP Approval Date