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to !acute our investment recommendations are suaabk for your situation. 1./39PUJJOJUI 5 SD NY_GM_02742273 EFIA_00228927 EFTA01324862 5 3 Scott Borgerson Personal Information Name Citizenship Gender Date of Birth Marital Status Client Contact Information Scott Borgerson United States Male 09/0
Inc. or UBS Financial Services Incorporated of Puerto Rico is legally required to arbitrate the controversy with you, including, where applicable, the Municipal Securities Rulemaking Board. • Such arbitration shall be governed by the rules of the organization convening the panel. • The arbitrators shall resolve any controversy in a
ets and is used to ensure our investment recommendations are suitable for your situation. 5 CONFIDENTIAL SDNY_GM_00009932 5 EFTA01597595 6 Scott Borgerson Personal Information Name Scott Borgerson United States Citizenship Gender Male Date of Birth 09/03/1975 Marital Status Single Client Conta
Inc. or UBS Financial Services Incorporated of Puerto Rico is legally required to arbitrate the controversy with you, including, where applicable, the Municipal Securities Rulemaking Board. • Such arbitration shall be governed by the rules of the organization convening the panel. • The arbitrators shall resolve any controversy in a
rust Trust Information Trust Type Name Jurisdiction Date Established Name of All Trustees Christine Yvonne Malina-Maxwell Jeffrey W. Roberts Scott Borgerson Name of All Grantors Ghislaine Maxwell Client Contact Information Irrevocable Trust Montpelier Trust US Trust 07/31/2018 Residential Address
Page: EFTA00024313 →Inc. or UBS Financial Services Incorporated of Puerto Rico is legally required to arbitrate the controversy with you, including, where applicable, the Municipal Securities Rulemaking Board. co Such arbitration shall be governed by the rules of the organization convening the panel. The arbitrators shall resolve any controversy in acc
Page: EFTA00024342 →Entities connected to both Scott Borgerson and the Municipal Securities Rulemaking Board

Ghislaine Maxwell
PERSON
Jeffrey Epstein
PERSON
United States
LOCATIONthe Southern District
LOCATION
George W. Bush
PERSON
European Parliament
ORGANIZATION
Eric Holder
PERSON
Prince Charles
PERSON
Dallas
LOCATION
Samantha Power
PERSON
Puerto Rico
LOCATION
UBS AG
ORGANIZATIONMontpelier Trust
ORGANIZATIONNutter McClennen
PERSONthe State of New York
LOCATIONUBS Bank
ORGANIZATIONHigher Returns
ORGANIZATIONPuerto Rico Investments
ORGANIZATIONPuerto Rico Residency
LOCATIONUBS Financial Advisor
ORGANIZATION