4
Shared Docs
4
Same-Page
4 / 4
Mentions
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
p Election No Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles) No You have indicated that all beneficiaries for this trust are individuals (natural persons)
ets and is used to ensure our investment recommendations are suitable for your situation. 3 CONFIDENTIAL SDNY_GM_00009964 3 EFTA01597627 0 Scott Borgerson Personal Information Name Scott Borgerson United States Citizenship Gender Male Date of Birth Marital Status Single Client Contact Informati
Risk Tolerance Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles)]. No Investment Objective Risk/Return Objectives Investment Time Horizon a Short-Term Liq
recommendations are suitable for your situation. ucliewmjui wail) Package ID. 0268296267 - 3 CONFIDENTIAL SDNY_GM_00009488 5 EFTA01597651 0 Scott Borgerson Personal Information Name Scott Borgerson United States Citizenship Gender Male Date of Birth Marital Status Single Client Contact Informati
Risk Tolerance Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles). No Investment Objective Risk/Return Objectives Investment Time Horizon a Short-Term Liqu
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
isk Aggressive/Speculative Investment Objective Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles)M No Risk/Return Objectives Investment Time Horizon a Short-Term Liquidity Needs Sweep Acc
Entities connected to both Scott Borgerson and Higher Returns

Ghislaine Maxwell
PERSON
Jeffrey Epstein
PERSONthe Southern District
LOCATION
United States
LOCATION
European Parliament
ORGANIZATION
Eric Holder
PERSON
George W. Bush
PERSON
Samantha Power
PERSON
Puerto Rico
LOCATIONScott Stackman
PERSONUBS Bank
ORGANIZATIONUBS Financial Services Inc.
ORGANIZATIONthe State of New York
LOCATIONCredit Cards
ORGANIZATION
Prince Charles
PERSONPuerto Rico Residency
LOCATIONthe U.S. Investment Company Act
ORGANIZATIONUBS Financial Advisor
ORGANIZATION
Dallas
LOCATIONUBS Visa
ORGANIZATION