Epstein Index›Documents›EFTA01495092
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01495092: Document from Set 10 (DS10)

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This document is a client communication from a Morgan banking team announcing a new pricing procedure effective in the second quarter regarding securities pricing. The document lists contact information for team members including Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and Gina Magliocco (Client Service Team), with phone numbers provided. The notice addresses how unpriced securities will be handled on client statements.

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Morgan Team **Client** News Effective in the second quarter, we will be implementing a Paul Morris Banker 212/464-0701 new pricing procedure with regard to
Excerpt 2
In Paul Barrett Investment Specialist 212/622-2770 cases where we are unable to obtain a current price from Janet Young **Client** Service Team 800/634-1318
Excerpt 3
an internal or external source for a particular security, the Gina Magliocco **Client** Service Team price column on your statement may indicate "unpriced

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