Solutions for Plan Participants

UBS CEFS supports plan participants with the overall integration of their equity-linked compensation (e. g. Stock Options, Stock Appreciation Rights etc.) - as a fundamental part of their total wealth - into their overall financial planning.

With "Premier Advisory Services", UBS CEFS offers you the opportunity to schedule individual one-on-one consultations with CEFS experts who understand your equity-linked compensation as an integrative part of your total wealth management, know about the different plan vehicles and can support you on issues such as "How can I best align my eqity-linked compensation with my total wealth management" or "When should I exercise, which strategy is the best".

In addition to the above, for those executives with a tight time schedule and a more complex financial background UBS CEFS provides a special suite of services. These services involve individual proactive communication of certain key lifecycle event such as the occurance of new grants, restriction periods and grant expirations.