A notice in a 'Gift Processing' box advises the client to inform the bank before December 1, 1999, if they intend to make securities gifts, to allow for timely year-end processing.
This document is the cover page for an October 1999 'Asset Account Portfolio' statement from JPMorgan for the client, FINANCIAL TRUST COMPANY, INC. The statement indicates the client's address is at the American Yacht Harbor in St. Thomas, US Virgin Islands. The page includes a table of contents for the full statement and a notice regarding the December 1, 1999 deadline for processing securities gifts.
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