Epstein File EFTA01464666: Professional (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01464666: Professional (DS10)

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This document contains generic financial advisory language regarding investment rollovers and custodian arrangements, identical in substance to EFTA01464633. It references Pershing LLC as a potential custodian and advises consultation with investment professionals, financial organizations, and tax professionals regarding tax consequences of fund 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**.