Epstein Index›Documents›EFTA01449872
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Epstein File EFTA01449872: Professional (DS10)

General DocumentDate unavailableEFTA014498721 keyword hits
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This document contains standard financial custodian instructions directing individuals to contact their investment professional or financial organization regarding custodian changes. It references Pershing LLC as a custodian option and requires appropriate paperwork and signatures from the selected financial organization. The document appears to be a template or instructional material related to investment account management.

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Contact your investment **professional** or financial organization if you have any questions. The new custodian must provide the appropriate paperwork.
Excerpt 2
If you have selected someone other than Pershing LLC as custodian, have your investment **professional** or financial organization obtain the necessary signatures

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