Epstein File EFTA01464660: Professional (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01464660: Professional (DS10)

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This document contains instructions regarding investment custodianship and fund rollover procedures, referencing Pershing LLC as a potential custodian. It advises readers to contact their investment professional or financial organization for questions and recommends consulting a tax professional due to tax consequences associated with rollovers or property transfers.

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professional

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Excerpt 1

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

Excerpt 3

Due to the important tax consequences of rolling over funds or property, I have been advised to see a tax **professional**.