Epstein Secrets

Statements CONFIDENTIAL SDNYG,00349976 EFTA_00222668 EFTA01320163 altat0 nannn n WMOur OnNED SueSanan BEAR STEARNS OFFICE Sabil0840 YOUR ACCOUNT Bear. Stearns & Co. Inc. 383 Madam Avenue New York New York 10179 ACCOUNT EXECUTNE ZICHERMANTRA TELEPHONE • VI

STATES/OTT TION•7 28.2005 EFTA01320218 rn IS IJ IJ IJ IJ 0 m m r ZEOOSE00- 019- ANGS BUR STEARNS OFFICE SERVICING YOUR ACCOUNT Bear. Stearn!, 8 Co. Inc. 383 Madison Avenue New York, New Yolk 10179 ACO:UNT MONK BGHEPJAAN.IRA TELEPHONE VISIT OUR WEBSITE wentbearsteams.can What's In

other pending buy or sell open orders on file for your account. %4 lox stye of area aarra, very< ha entre ha yr ha Cahn Serve et ir a.. la Cur Serra at Err Warr Secures On. hoar. Cern Nona boxy\ VY vita -NW Tr wary le hot Men* wpm, on1. t n ftx Waited al • 1sa Cramer mtagent incht0 be fl it.

ate type of business, countries of mayor activities, inportant business partners.) Epstein beg. his financial career in 1976 as an options trader at Bear Steams and became a panned n 1980. In 1982, Epstein founded his awn financial management firm, 3. Epstein & Co., managing the assets of clients with more t

Beneficial Owner(s). **gal 'Description Entity of Source of Wealth required Parties -elated to this ACCOUnt Account Holder PIC amerTrust Serra of / Founded Foundabcn Jtvnate Benefkial Owner iignatory..imitednnancial or Full ?OA POA InterrneduryShareholder (Flt) Significant K> -

pstein taught calculus and phyla at the Dalton School in Manhattan from 1973 to 1975. Among his students was a son of Alan C. Greenberg, chairman of Beat Stearns. In 1976, Epstein started wok as an options trader at Bear Stearns where he worked in the special products division, advising high-net-worth dents o

ermination of bust To the best of your knowledge Is the entity party to a non-balking Mahone* with Dandle Bank (e.g. external legal counsel, client Serra source. suppler of goods or services)?: Yes ON0 Describe Nature of Entity's Primary Business and Irwesbnent Activities Nature c4 the business: Thi

wowabsopersweepyrds, from your r 'unreal Advisor a by calling 800-762.1000. UBS Fortancial Slake, account protection The Finn is anteater of she Searnes turbos Protection Corporation (SIPC), which protects securities costa/gen of Is merrben w to $500,000 (nctding $250,00011 dams for cash). Etplanar

bstantialbs less thanthe irsoted oath shows • en. (eninated) name. current yields and rates. An the awe of annul exam is based on atom &sided and Serra rates, atsunirq the secretes will be held for own from statement date or until maturity. This estimate is any a guideline; accuracy and created in

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