Electronic correspondence

Delivery of your documents via UBS Digital Banking

By default, UBS delivers your correspondence to you electronically in UBS Digital Banking (see basic provisions for UBS Digital Banking). You will continue to receive certain documents by mail.

Below you will find a partial overview of the documents that are most frequently delivered electronically. Please note that, for instance, applicable laws and regulations, technical reasons or other circumstances can require these documents to be sent by mail.

Category

Category

Examples of electronically delivered
documents

Examples of electronically delivered
documents

Examples of documents that will continue to be delivered by mail

Examples of documents that will continue to be delivered by mail

Category

Important notifications (letters to clients)

Examples of electronically delivered
documents

  • Change in general business conditions – including product, service and price provisions
  • Regulatory notifications and information

Examples of documents that will continue to be delivered by mail

 

Category

Account/custody account reporting

Examples of electronically delivered
documents

  • Account statements
  • Certificates for interest and fees
  • Interest and capital statements
  • Service price statements
  • Asset and custody account statements
  • Lists of securities
  • Custody account statements for registered shares
  • Custody account revenue statements

Examples of documents that will continue to be delivered by mail

  • Netting documents
  • Fund account statements

Category

Payment services

Examples of electronically delivered
documents

  • Credit and debit advice
  • Check transactions memoranda
  • Lists of BESR deposits

Examples of documents that will continue to be delivered by mail

  • Borderos for check shipments
  • Return debits from LSV

Category

Credit cards

Examples of electronically delivered
documents

  • Card statements

Examples of documents that will continue to be delivered by mail

  • Interest statements

Category

Securities/Stock exchange/Capital market

Examples of electronically delivered
documents

  • Stock exchange statements
  • Emission/Corporate Action statements
  • Coupon statements
  • Future and option reports
  • Notification of Corporate Actions with option (e.g. optional dividends, capital increases, offers) etc.

Examples of documents that will continue to be delivered by mail

  • Invitation to shareholders’ meetings and notification of class actions
  • Notification of Corporate Actions (a) with no option and (b) with option that cannot be delivered electronically depending on the market1

Category

Mortgages

Examples of electronically delivered
documents

  • Payment and repayment memoranda
  • Maturity memoranda
  • Interest rate change memoranda
  • Certificates

Examples of documents that will continue to be delivered by mail

  • Mortgage warnings

Category

Tax reporting

Examples of electronically delivered
documents

  • Tax statements
  • Tax certificates for fund account

Examples of documents that will continue to be delivered by mail

  • Certain country-specific tax reports

Change in delivery

If you are currently receiving your correspondence by mail and would like to change to electronic delivery, proceed as follows in UBS Digital Banking:

If you would like to receive your documents by mail and not electronically, you can make the change at the same place. Important notice: The delivery of documents by mail can involve recurring costs, which will be charged to you.

Tip: Get notified about new documents via app (push), text message or e-mail. You can activate the corresponding notifications in E-Banking under Mailbox > Set up notifications or in the Mobile Banking App under Menu > Your name > Notifications > Manage rules > Mailbox.

Important note for Corporate Actions:

By changing the type of delivery to Electronically, you and your authorized users can view Corporate Actions online and issue the corresponding instructions online. Since Corporate Actions at times are connected with short deadlines, select the appropriate type of notification (push, text message or e-mail) for you in the settings so that you do not miss any Corporate Actions in Digital Banking. If to date a person authorized by you or your representative has received your Corporate Actions and issued instructions, you should inform them about the change in the type of delivery.