This document is a financial statement from JPMorgan Private Bank for Financial Trust Company Inc, addressed to Jeffrey E. Epstein. It includes an alert about making gifts of securities before December 1, 2005, to meet tax-filing deadlines. The document introduces a new convenience of using ACH for electronic payment transfers, highlighting its benefits for recurring payments.
documents/vol00010-efta01508229-pdf.pdf
{"title":"J.P. Morgan Portfolios September 1-September 30, 2005","key_people":["Jeffrey E. Epstein"],"document_date":"09/2005","document_type":"financial","key_locations":["St. Thomas, US Virgin Islands"],"key_organizations":["JPMorgan Private Bank","Financial Trust Company Inc"],"reference_numbers":["JPM-SDNY-00033423","SDNY_GM_00302621","EFTA01508229"]}