Saving time and energy for the essentials

UBS Trade Finance Access offers everything you need to make your day-to-day work that much easier.

Our new client interface offers a number of features that help simplify trade finance transactions significantly - from documentary credits and documentary collections to bank guarantees.

Efficient processes

User-friendly

Transparent account management

Flexible issuing of orders

Easy to understand for users

Clear rules on access rights

Quick transmission of data

Access to templates

Deadlines always under control

 

Reduction in errors

Simple reuse of content

Comprehensive reporting options

Uniform processing

                                              

 

 

Efficient processes

Flexible issuing of orders
You can issue orders online and view the status of your transactions at any time - even outside normal business hours.

Quick transmission of data
It takes less time to issue orders: you no longer need to send anything by post as everything is transmitted online.

Reduction in errors
Control mechanisms within and in between input fields help reduce errors when you enter data. Correctly entered data remains within Trade Finance Access and can be called up later as and when required.

Uniform processing
Processing and issuing orders via one single tool allows you to easily maintain a clear overview of your transactions.

User-friendly

Easy to understand for users
Obligatory fields, drop-down menus and text components facilitate the input of your transactions. Additional support is provided via the Help function that can be consulted as you work if needed.

Access to templates
Sample texts and text components are available for use. You can create text items, edit them and reuse them as often as you like.

Simple reuse of content
Recorded transaction details or master data can be saved and called up again at a later stage. One key advantage with respect to issuing orders is that transaction details that have already been recorded or processed can be modified and used again with a minimum of effort.

Transparent account management

Clear rules on access rights
Different user and approval rights can be defined in line with the professional authority of individual employees.

Deadlines always under control
The integrated calendar function helps you to monitor your transaction deadlines.

Comprehensive reporting options
A variety of reporting options are available for you to choose from. For example, you can specify details according to the type of transaction, the amount, the country concerned or the currency used. These criteria can be applied either individually or in combination.