Epstein File EFTA01460100: Document from Set 10 (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01460100: Document from Set 10 (DS10)

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This is an email from Paul Morris dated April 14, 2016, regarding finalized client outreach documents for a CRP (Client Relationship Program) initiative due April 30, 2016. The email indicates that outreach documents have been posted to an internal database and references cases where client contact should be delayed, grouped under 'Delayed Contact' status.

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Excerpt 1

From: Paul Morris Sent: 4/14/2016 2:05:12 PM To: Paul Morris Subject: FW: CRP: **Client** Outreach (Due 4/30) [C] Attachments: USO - CRP **Client** Outreach -

Excerpt 2

The **Client** outreach documents have been finalized and have been posted to the Private Bank Operational Excellence mydb page.

Excerpt 3

In those cases, the entire CRP outreach to the **client** should be delayed, therefore all are grouped under "Delayed Contact.'