Electronic correspondence

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 Account closure documents 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	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 Interest statements	Examples of documents that will continue to be delivered by mail
Category	Securities/Stock exchange/Capital market	Examples of electronically delivered documents	Stock exchange statements Future and option reports New issues of securities / Corporate Action statements Coupon statements Notification of Corporate Actions (e.g. optional dividends, capital increases, takeover offers, mergers or name changes)	Examples of documents that will continue to be delivered by mail	Invitation to shareholders’ meetings and notification of class actions Notification of Corporate Actions that cannot be delivered electronically depending on the market or due to special print attachment¹
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.

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Electronic correspondence

Change in delivery

Important note for Corporate Actions:

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