UBS Client Reporting

The right reporting instrument for every situation

Do you need to know how your assets are performing?
Do you wish to ensure that your reporting is optimized for your investment portfolio and that it meets legal requirements?
Are you concerned about the tax implications of your assets?

UBS has a range of reporting solutions ready for you:



Detailed statements of assets that can be optimized to meet your needs Individual reports tailored to your personal specifications We handle your accounting and portfolio reporting if you are required by law to submit these reports		We offer special tax reporting based on the requirements of your tax domicile or tailored to your requirements: Tax statements Income statements Capital gain/loss statements Fixed day valuations

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The products and services offered on these webpages are not available to residents of certain nations. Please consult the sales restrictions and key specific notes relating to the service in question for further information.