Epstein File EFTA01491381: Client, Financial Trust Company and Arrangement (DS10)

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Epstein File EFTA01491381: Client, Financial Trust Company and Arrangement (DS10)

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This is a J.P. Morgan account statement for Financial Trust Company Inc. (located at 270 Park Avenue, New York, NY) for the period August 1-31, 2010, documenting a margin account and cash/short-term options. The statement references a clearing arrangement with J.P. Morgan Clearing Corp (JPMCC) and notes a change to the interest posting cycle. The account was managed by banker Paul Morris, client service representatives Janet Young and William Doherty III, and other Morgan team members.

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client Financial Trust Company arrangement

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PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page **Client** News Paul Morris Banker Account Summary 2 As a result of the clearing arrangement with J.P.

Excerpt 2

("JPMCC") that was previously Janet Young **Client** Service Team Cash and Short Term 4 communicated, there is a change to the interest posting William Doherty

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III **Client** Service Team Options 5 cycle for your margin account.