Epstein Secrets

tionship 1. Relationship Details Relationship Name: EPSTEIN, JEFFREY RELATIONSHIP:00000483290 Booking Center: I New York Relationship Manager: Paul Morris Relationship to PWM: 1:1 New PWM Relationship Existing PWM Relationship If existing, please indicate since when the relationship exists, provide

long-term investment, payment/expense account)? Checking account. To hold funds for company Indicate from where the assets are expected to arrive? F DB Group: Same Booking Center (indicate account number): F 06 Group: Other Booking Center (indicate DB location and account details): F Other Institution (Indicate name & locat

lationship 1. Relationship Details Relationship Name: EPSTEIN, JEFFREY RELAllONSHIP:00000483290 Booking Center: New York Relationship Manager: Paul Morris Relationship to PWM: F New PWM Relationship (7 Existing PWM Relationship If existing, please indicate since when the relationship exists, provi

payment/expense account)? Money Market account. To hold cash for the trust to earn Interest Indicate from where the assets are expected to arrive? F DB Group: Same Booking Center (indicate account number): F DB Group: Other Booking Center (indicate DB location and account details): F Other Institution (Indicate name & locat

in the relationship 1. Relationship Details Relationship Name: EPSTEIN, JEFFREY RELATIONSHIP Booking Center: I New York Relationship Manager: Paul Morris Relationship to PWM: F New PWM Relationship " Existing PWM Relationship If existing, please indicate since when the relationship exists, provide

payment/expense account)? Money Market account. To hold cash for the trust to earn interest Indicate from where the assets are expected to arrive? F DB Group: Same Booking Center (indicate account number): F DB Group: Other Booking Center (indicate DB location and account details): F Other Institution (Indicate name & locat

d for each account to be opened 2. Account Ownership Summary Account Name: Southern Fnancial, LLC Acct. Number (If available): Account Manager: Paul Morris What is the purpose of the account (e.g. portfolio management, advisory account, custody services, long-term investment, payment/expense account)?

long-term investment, payment/expense account)? Checking account. To hold funds for company Indicate from where the assets are expected to arrive? F DB Group: Same Booking Center (indicate account number): F DB Group: Other Booking Center (indicate DB location and account details): 17 Other Insbtubon (Indicate name & locati