Epstein File EFTA01393075: Client and Beneficial Owner (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01393075: Client and Beneficial Owner (DS10)

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This is a client account agreement outlining rights and obligations between DBSI/Pershing and the client. The agreement permits DBSI or Pershing to execute or assign rights and obligations, requires client notification within ten days of transaction confirmations, includes consent to telephone call recording, and establishes provisions for identifying beneficial owners or donors in accounts held by private investment companies, trusts, or other entities.

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client beneficial owner recording

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Excerpt 1

**Client** agrees that DBSI or Pershing may execute or assign to each other or any third party any rights or obligations **Client** granted under this Account

Excerpt 2

**Client** agrees to notify DBSI in writing, within ten (10) days after transmittal to **Client** of a confirmation, of any objection **Client** has to any transaction

Excerpt 3

**Client** consents to DBSI recording any or all telephone calls with **Client**. 21. Joint Accounts. a.