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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01386907: Perform (DS10)

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This document discusses changes to a Portfolio Advisor's business and operations that may affect their capacity or competence to perform advisory functions. The excerpt indicates concerns about operational changes impacting service delivery capability. No specific names, dates, or financial amounts are provided in the available excerpt.

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🔑 Evidence Keywords
perform

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PersonKeyword
Excerpt 1
Advisor's business and operations and is continuing such that, as a result of such change, the Portfolio Advisor no longer has the capacity or competence to **perform**

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Source: U.S. Department of Justice

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