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Availability of bank documents in the Safe

In UBS Safe, your bank documents are generally available to you indefinitely; they are removed only if they are deleted, if the conditions for storage are no longer met or if the relationship is terminated.

Your banking documents are generally available for you to access for an unlimited amount of time in the Safe.

Exceptions:

  • You delete individual banking documents and then empty the recycle bin.
  • You delete your entire Safe (via "Preferences" in the Safe).
  • You no longer meet the requirements for use of UBS Safe or digital bank documents in UBS Safe (see Requirements).
  • Your e-banking contract or banking relationship with UBS is terminated.

Note: Digital bank documents are stored in E-Banking for ten years. When switching to UBS Safe, only those documents that are no more than two years old are transferred. Once transferred, these digital bank documents are usually stored for an unlimited period of time (see above for exceptions).

Digital bank documents always remain accessible on demand for the required statutory period through the normal UBS archive.