Epstein Index›Documents›EFTA01400159
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01400159: Voicemail (DS10)

General DocumentDate unavailableEFTA014001591 keyword hits
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Document excerpt containing standard instructions regarding delivery methods for financial transaction orders, specifying that instructions may be delivered via email or voicemail for mutual fund purchases, sales, or corporate action elections. This appears to be a standard financial services communication template with no case-specific information.

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shall only be obligated to act on any instructions to buy or sell mutual funds or elect on a Corporate Action instruction that you deliver via email, **voicemail**

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