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operating company? C Yes 6 No Entity/Client Net Worth: $ 20.00 (USD millions) Documentation/ Information obtained to confirm stated net worth of the Entity/Client: Client's liquid assets at JPM plus value of her personal real estate. Industry Code: The Business Type is the industry in which the client deriv
gh Please describe in detail expected account activity for this product : Operational account for maintenance of aircraft. Investment Products (Custody,Brokerage,Agency,Margin) C Yes to No Fiduciary (Investment Mgmt. / Trust) C Yes a No Confidential Treatment Requested by JPMorgan Chase CONFIDENTIAL JPM-SDNY-
erating company? r Yes a No Entity/Client Net Worth: $ 300.00 (USD millions) Documentation/ Information obtained to confirm stated net worth of the Entity/Client: Accounts held at )PM; knowledge of ownership of certain assets; public articles Industry Code: The Business Type is the industry in which the c
Please describe in detail expected account activity for this product : Operational payments for maintenance of aircraft. Investment Products (Custody,Brokerage,Agency,Margin) r Yes 6 No Fiduciary (Investment Mgmt. / Trust) r Yes 6 No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) r
erating company? r Yes G No Entity/Client Net Worth: $ 300.00 (USD millions) Documentation/ Information obtained to confirm stated net worth of the Entity/Client: Accounts held at )PM; knowledge of ownership of certain assets; public articles Industry Code: ADMINISTRATIVE MGT AND GENERAL MGT CONSULTING Th
igh Please describe in detail expected account activity for this product : Transfers totalling $200,000 per year expected. Investment Products (Custody,Brokerage,Agency,Margin) r Yes 6 No Fiduciary (Investment Mgmt. / Trust) r Yes 6 No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) r
operating company? r Yes a No Entity/Client Net Worth: $ 10.00 (USD millions) Documentation/ Information obtained to confirm stated net worth of the Entity/Client: Her assets at JPM and our understanding of her balance sheet. Industry Code: The Business Type is the industry in which the client derives the m
m r High Please describe in detail expected account activity for this product : Payment of real estate operating expenses. Investment Products (Custody,Brokerage,Agency,Margin) c Yes 6 No Fiduciary (Investment Mgmt. / Trust) r Yes 6 No Credit type facilities (Line of Credit, Mortgage, Letter of Credit) r Y
Entities connected to both the Entity/Client and Custody,Brokerage,Agency
Investment Mgmt
ORGANIZATIONDeposit/Current Accounts
ORGANIZATIONChecking, Savings, Money Market
ORGANIZATIONInternal Transfers
ORGANIZATIONDocumentation/ Information
ORGANIZATIONLine of Credit, Mortgage
ORGANIZATIONSecurity Services
ORGANIZATION