The custody account at a glance
- Buying and selling securities and precious metals (orders registered around the clock through e-banking)
- Interest and dividend coupons credited automatically
- Detailed annual statement of assets
The custody account in detail
The UBS custody account is the safest way of keeping and managing your securities and precious metals.
With a custody account, we handle the following tasks for you:
- Safekeeping of securities and precious metals
- Securities collection and securities maturity crediting
- Redemption of coupons
- Capital transactions, such as capital increases
- Tax reimbursement claims (optional)
- Tax statement with tax rates (optional)
You also automatically receive a detailed statement of assets at the end of the year. This shows all of the assets with their current rates and values.
Prices for FX/PM and OTC may be charged in addition to contract based fees. Please refer to the fee schedules for a guide to these charges.
Would you like to invest in securities or precious metals? We are happy to help you open a custody account and provide you with advice on investing your money. Contact us.
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