Forms

Investors may use the following forms or write to us with their requests. Written requests should be signed by an authorised signatory as nominated on the application form.

By Fax: 1300 073 090 or +61 3 9977 5800

By Mail: UBS Asset Management (Australia) Ltd
GPO Box 804
Melbourne VIC 3001

Disclaimer

Welcome to UBS Asset Management in Australia

Existing investors

Please read the terms and conditions set out below and confirm your acceptance at the bottom of the page. If you do not accept these terms and conditions, you should not access this website.

The material on the Existing Investors website is for existing investors in the UBS funds. It is not directed at institutional investors or financial advisors, or at persons in any other jurisdiction including the United States of America. It is intended to provide general information only and is not an invitation to subscribe for additional units or shares in the funds. Any material that constitutes financial product advice is general financial product advice only. It has been prepared without taking into account the objectives, financial situation or needs of any particular person. Before making an investment decision, you should consider whether this information is appropriate to your objectives, financial situations or needs. Any potential investor should consider the relevant product disclosure statement (PDS) in deciding whether to acquire, or continue to hold, units in a fund. UBS has also issued a target market determination (TMD) that describes the class of consumers that comprises the target market for each UBS fund and matters relevant to their distribution and review. A copy of the PDS and TMD is available from UBS Asset Management (Australia) Ltd, the issuer of the UBS Funds, on our website www.ubs.com.au or by calling (03) 9046 4041 or 1800 572 018. Please consult your adviser. Past performance is not a reliable indicator of future performance.

Additional generic terms – all investors

Use of this site

This website is intended for persons resident in Australia only and is not intended for persons in any other jurisdiction. Unless otherwise stated, UBS Asset Management (Australia) Ltd ABN 31 003 146 290 AFSL 222605 (UBS) is the issuer of the funds on this website.

Any materials, information or reports published, distributed or otherwise made available on this website are published for information purposes and should not be considered a recommendation to purchase or sell any particular security or UBS fund. Unless stated otherwise, the information and opinions expressed are those of UBS Asset Management and subject to change without notice. They have no regard to the specific investment objectives, financial situation or particular needs of any person and should not be construed as a solicitation, inducement, offer or recommendation, to buy or sell any security, investment or other financial instrument, to effect any transaction or to conclude any legal act of any kind whatsoever. Unless specifically stated otherwise, all price and performance information is indicative only. No allowance has been made for taxation. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the content on this website.

No offer to persons outside Australia

Without limiting the above, nothing on this website constitutes an offer to sell, or a solicitation of an offer to buy, or an invitation to subscribe for or to buy, securities in the United States or in relation to any ‘U.S. person’ (as defined in Regulation S under the U.S. Securities Act of 1933, as amended (U.S. Securities Act)). The product disclosure statements available on this website are not available to persons in the United States or to U.S. persons. The securities to be issued have not been, and will not be, registered under the U.S. Securities Act or the securities laws of any state of the United States, and may not be offered or sold in the United States or to U.S. persons.

Additional terms to consider - from UBS website terms of use

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