Epstein Files

EFTA00236471.pdf

dataset_9 pdf 544.5 KB Feb 3, 2026 3 pages
UBS UBS Financial Services Inc Account Number / PWM Office Private Wealth Advisor Power of Attorney (PWM) Ca (Not for use when naming a professional Investment Advisor) . " Account Wm* • !natal here gI itth authorization apply to all accounts at U8S Emeriti,* Services Inc in the tame name. whether currently open or he future opened in • • This unR confirm the authority of Xio 4.1 g_est le( (Agent Warne) to perform each of the actions initialed below and to take any and at actions necessary to or incidental to carrying out such authorizations including the execution of documents or forms a other authorizations : • . • Note When used in this document, the words •i•.. or 'me' or 'my' refer to each of the ckent3WprincipaKs)• inderiduaes) or entitbeSi. that executes this Power of Attorney ads diem mutt knit! In the box next to each agency granted. PLEASE SEE IMPORTANT DISCLOSURES REGARDING TRADING • AUTHORIZATION FOR IJIRS PACE AM) STRATEGIC ADVISOR ACCOUNTS ON PAGES 2 AND 3 -.• . . .' Trading Authorization , ..._.... _ I initial here to authorize my Agent to enter oroers with you to purchase and Sett securities and sanitar property Including options --- transactions), n accordance with the qualifications. eligtelity and general terms and conditions lot my acC0unl:St. as brokers or dealers acting for my own account(s). or as brokers for some othe person Managed Account Authorization i initial here to authorize my Agent to enroll my account in any investment advisory program offered by U85. to execute the Investment Advisory Relationship Agreement or applicable forms. and specifically to hat and terminate discretionary and non• discretionary investment managers I understand that the Advisory Relationship Agreement, whether executed by me or my Agent. win apply to all U85 advisory program accounts that I may open in the future Disbursement Authorizations 4 I ._, I._ AU initial here to authorize my Agent to instruct UBS to transfer money or securities to accounts held in my name or rot my benefit. and to make tax ....unbolting electrons on my behalf in connection wan any transfer authorized under this Power of Attorney Such transfers may be elected by methods which include but are not limited to journal entries. twice transfer, electronic funds transfer or checks Tax Documents Authorization Gifin I initial here to authottae my Agent to make. execute and present tax lams. including without hmitaterm Service loans W-8 and W'9. as aceirCable• and any related documents all US Internal Revenue Duplicate Account inlormadon Authorization AM ) I I initial here to authorize my Agent to receive a &plicate copy of all confirmation, Multiple Agents statements and other COMMUntattOn5 If I have designated multi* agents to art on my account(s). I direct that each agent is authorized to act independently of any other agent, it U85 Financial Services Inc determines, in its sole discretion, that it is (owning confhctng instructions from agents that I have designated, authorize 1185 Financial Services Inc in its discretion to stop taking instructions horn any of my agents until the COnilkt is resolved either al my direction a by my designated agents pgn this section if you garnet that multiple agents must act jointly Units signed below, you authorize each agent to ac t separately It I have detonated more than one agent for my accounts, I direct that U85 Financial Services Inc act only upon the pint instructions of all desxmated agents Client First Name last Name :portant!! Dare AC-MT Mei 12/14) O2014 U85 Financial Services Inc All rights reserved Member Pape 1,3 se CONFIDENTIAL UBSTERRAMAR00000779 EFTA00236471 SUBS Authorized Agent/Dual Signor Addendum Dual Signors for RMA/Business Services Account BSA Check Writing Dual.Signature checks require two signatures at all times. If you ace designating more than two signiors and you would like one of the signors to be required, at all twnes, please check 'Rewired* next to the signor's name Only one iricWidual can be a required Signor If you do not designate a required signor. please specify at signors as Optianefal if the individual designated below is not a ORS Financial Services Inc client e account holder, authorized agent. power of attorney, etc ) also complete the Authorized Agent for MA/Business Services Account BSA Check Writing section now E Check here if you do NOT want UBS Financial Services Inc to order new dual signature checks If checked, you wit be responsible for obtaining checks with dual signatures VBS :manual Services Inc will not accept single signature checks Dual Signor First Name last Name Dual Signor First Name Last Name Specify the type of signor C Required 0 Optional Speedy the type of signor 0 Reputed _J Option Sign Nene only d adding a Dual Signor Dual Signors Signature Date Dual Signors Signature Date Now You must complete and sign a new addendum to add, remove or update dual signors VBS. Financial Services Inc will rely on the most recently dated addendum to supercede and replace any OMIT previous dual signor addendum on lee Account Holder Certification Ely signing below. I UNDERSTAND. ACKNOWLEDGS AND AGREE that (1) I have reviewed al 01 the information I declare it as true and accurate and (2) UEIS Financial Services Inc is authorized to rely contained in this addenckiM and upon the red by this document until U8S Financial Services Inc receives an updated cope of this form revoking or modifyrog this Account Holder test Name Ci weir last Name Act If sysnahve Date 0 Account Holder fast Name LW Name Account Holder *Mature Date 01/3905603 Ili' AC-RW (Rev 12/14) O2014 U8S Financial Services Mc All rights eserved Member SIPC Page 2/2 CONFIDENTIAL UBSTERRAMAR00000780 EFTA00236472 UBS Agreement fly signing below. I agree to indemnify and hOd harmless OBS and its affiliates and at of thee del clainn that may arise by reason of UBS having relied on the provisions of this instrument ents$0yets and agents from and against any and I acknowledge and authorized to make any trade far which my account is ekgible or approved. including margin trades and short sales agree that my agent and to receive any and all account information I hereby ratify. confirm and agree to be bound by any and all transactions, trades or dealings. whether written or verbal. effected in and for my account(s) by my agent in connection with the authority granted in this instrument. including. limited to. the execution of documents. forms or agreements or any authorizations if I have instructed that this Power of Attorney but not Business Service Account. I expressly acknowledge and Jove that, by signing below. I delegate the foregoing authority be accepted in a Trust or t have as Trustee or Officer. Member, Manager, Partner or other represeNtive duly authorized, and sign this Power of Attorney in such reeveSentatwe capacities as applicable for the accounts to which this authorization applies capacity or This Power of Attorney wan be subrect to, controlled by and interpreted in accordance win the laws of the Mate of New Yolk, without giving effect to any principles of choice of law or conflict of taws (notwithstanding any provision to the contrary contained in any apctication for any account at UBS or in any other document; U0S n entitled to rely on this Power of Attorney until written notice of its revocation is delivered no the branch office maintained and retool is acknowledged by UBS. Enrollment in discretionary UBS Investment where the attounl is Advisory programs win, for those accounts, immediately and effectively mink, any trading authorization granted herein. In addition. some selected may be subject to limitations on their availability as required by law. regular on, rule or our pobcies, of the ServiCeS you have and under those arcumslan(es, these services may be terminated or declined in UBS' sole discretion. For example, UBS Financial Advisors cannot Attorney In any redrement account. be appointed Power of This is an important legal document. Before executing this document you should know these important facts: • This document may provide the person you designate as your agent/artoiney.inifect with broad powers, manage, sell. dispose of the assets in your account or borrow money owl., your property es security including power to for the loan. • If you are using this Power of Attorney in a Retirement Account you should be aware that the agent is not Authorised under this document to make or change beneficiary designations on your account ii Power of Attorney is granted on behalf of an entity to g trusU, please provide the dent names) and dent g . 'as trustee': your name as representative of that IMPORTANT NOTICE FOR PACE/STRATEGIC ADVISOR ACCOUNTS: Ongoing advice from the LIIIS financial Advisor n a principal component or the services dents pay far in these programs As such. Clients may not designate a Power of Attorney for the purpose of obtaining investment advice on a UM PACE/Strategic Advisor account this inClude. registered or unregistered investment consu:tants, financial planners or similar parties *dyne's. GhtSaine Matv'4 e "1, Client FirSI,Ptarne last Name Date CleeCiret Name Last N Signature Date t- 2 -vs- Date :IMPORTANT NOTICE FOR PACE/STRATERK ADVISOR ACCOUNTS: Deigning advice born the UOS financial Advises is a pnnopal component of the services dents pay In in these programs As such. clients may not designate a PON*: of Attorney for the purpose of jobtaining investment advice on a UBS PACE/Strategic Advisor account This includes registered or unregistered investment advisors. ;consultants, financial planners or similar parties By signing below. I confirm that I am not providing investment advice or consulting 'ewes the dent graptin9 me a9ency on this account to Daniel Y-eSnee Agent First Name last Name Sign. mo ACcf•AZ (Rev. 12/141 O2014 UBS financial Services Inc All rights reserved Member IP( Par.e CONFIDENTIAL UBSTERRAMAR00000781 EFTA00236473

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8e22d9a7-d2ed-48b7-b43c-ff7b08660eef
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dataset_9/EFTA00236471.pdf
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Created
Feb 3, 2026