Fair Disclosure ((Section 16A(a)(2) to the Investment Advice Law)
- UBS Wealth Management Israel Ltd (hereinafter: "UBS Israel") is licensed as Portfolio Management Company and engages also in Investment Marketing (not Advisory). UBS Wealth Management Israel Ltd is part of UBS AG's Group.
- UBS Israel was registered together with UBS AG under the "Foreign Dealer" ("Osek Zar") registration, which shall enable UBS Israel's clients to receive Global Discretionary Asset Management and/or Global Non Discretionary Investment Marketing Services from UBS AG.
- Members of UBS AG's group engage among others in issuance of Financial Assets and in distribution of Financial Assets of other issuers for fees or other benefits. The Client hereby acknowledge that in performing transactions as part of the Portfolio Management Services or providing Investment Marketing with respect to Financial Assets, UBS Wealth Management Israel Ltd and/or UBS AG, as applicable, may prefer various Financial Assets which are Affiliated with UBS Wealth Management Israel Ltd and/or UBS AG, as detailed below, and as amended from time to time. The following are the types of such Financial Assets:
Private Placement Funds
Exchange Traded Derivatives
Structured Products (including OTC Traded Structured Products)
Primary Market new issues of Equities and Bonds
Fiduciaries fixed term deposit
Private Equity Funds
Funds of Funds (e.g. Hedge funds, Commodity, Private Equity, etc)
- All Capitalized Terms used and not defined herein shall have the meaning prescribed in the Agreement or the Investment Advice Law.
UBS is a premier global financial firm offering wealth management, asset management and investment banking services from its headquarters in Switzerland and its authorized operations in over 50 countries worldwide to individual, corporate and institutional investors. In Israel UBS AG is registered as Foreign Dealer in cooperation with UBS Wealth Management Israel Ltd., a wholly owned UBS subsidiary. UBS Wealth Management Israel Ltd. is a Portfolio Management licensee which may engage in Investment Marketing, and is regulated by the Israel Securities Authority. This website is intended for information only and is not intended as an offer to buy or solicitation of an offer. This material shall not be construed as an investment marketing and/or investment advisory and is not a replacement for an investment advisory and/or investment marketing provided by a licensee adjusted to your financial needs and your unique personal characteristics
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