Epstein Index›Documents›EFTA01522896
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01522896: Asset (DS10)

Financial RecordDate unavailableEFTA015228961 keyword hits
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Asset account statement or agreement document referencing J.P. Morgan services, with mentions of Investment Specialist Janet Young, Client Service Team member Gina Magliocco, and portfolio activity. The document discusses cash deposits, deposit sweep procedures, and asset account agreement terms regarding interest compounding and calculation.

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PersonKeyword
Excerpt 1
Investment Specialist Holdings calculated on uninvested cash balances and new cash Janet Young Client Service Team Cash & Fixed Income 4 deposits in your **Asset**
Excerpt 2
Account if they are transferred Client Service Team 18 automatically to the Deposit Sweep that is described in Gina Magliocco Portfolio Activity the **Asset**
Excerpt 3
The Second Paragraph of Section 1 of the **Asset** Account Agreement shall be replaced as follows: Interest will be compounded, calculated daily using the

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