Epstein Index›Documents›EFTA02109493
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA02109493: Solicitation, Backup and Overnight (DS10)

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This document contains correspondence regarding business development efforts, including discussions of financial services solicitation disclaimers and internal communications about pitching a firm as a backup option to a financial institution with $19 billion in assets and multiple traders. The correspondence references individuals named Brad and Joe, and discusses strategy to secure a meeting and establish the firm as a potential service provider despite limited current recognition.

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Excerpt 1
Nothing herein shall be construed as a financial promotion to any person or persons, or a **solicitation** or recommendation to buy or sell any security or
Excerpt 2
This information should not be taken as an offer nor as a **solicitation** of an offer to buy or sell securities or other financial instruments.
Excerpt 3
I suggested our firm as a **backup**. We will see if we can get a meeting Brad knows Joe so he and I will partner to try to get a meeting soon.

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