Epstein File EFTA01495086: Document from Set 10 (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01495086: Document from Set 10 (DS10)

CorrespondenceDate unavailableEFTA014950860 keyword hits

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This document is a client communication from a financial services firm regarding changes to account statement procedures. It references staff members Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and Gina Magliocco (Client Service Team). The communication announces that effective in the second quarter, a new pricing procedure will be implemented, and explains that security prices may be marked as 'unpriced' when current pricing cannot be obtained from internal or external sources.

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Excerpt 1

Morgan Team **Client** News Effective in the second quarter, we will be implementing a Paul Morris Banker new pricing procedure with regard to your statements

Excerpt 2

In Paul Barrett Investment Specialist cases where we are unable to obtain a current price from Janet Young **Client** Service Team an internal or external

Excerpt 3

source for a particular security, the Gina Magliocco **Client** Service Team price column on your statement may indicate "unpriced".