Following completion of the merger of UBS AG and Credit Suisse AG, Credit Suisse AG’s business was transferred to UBS AG, and Credit Suisse AG ceased to exist. At this time however, the two entities did not operationally merge and, as a result, we continue to have two sets of operational infrastructure and processes during this transitionary period.
Consequently UBS AG is now the sole parent entity and all direct subsidiaries of Credit Suisse AG have become direct subsidiaries of UBS AG, and all branches of Credit Suisse AG have been absorbed into existing or established as new branches of UBS AG (as the case may be). As such, Credit Suisse AG’s branches have been renamed as UBS Branches, with the exceptions of Credit Suisse AG, Taipei Securities Branch and Credit Suisse AG Shanghai Branch.
Click hereAll about the Parent Bank Merger for the latest updates on how we continue to serve clients.
Customer Service Policies / Guidelines
- Customer Service Policy
- Deposit Policy
- Unclaimed Deposits & Inoperative Accounts Policy
- Citizen's Charter & Code of Customer Rights
- Information on Banking Ombudsman
- Detailed Statement of Complaints
- DICGC Notice
- Fair Practice Code for Lenders
- Advances granted to Individual Borrowers
- Protected Disclosure Scheme
Important Information
- Account Opening Forms: For Deposit Products: - Corporate Client
- Account Opening Forms: For Deposit Products: - Non-Corporate Client
- Account Opening Forms: For Deposit Products: - Non-Resident
- Account Opening Forms: For Loans and Advances
- Anti Money Laundering and Know Your Client Guidelines
- Marginal Cost of Funds based Lending Rate
- Deposit Rate Chart and Tariff Structure for Services
- Unclaimed Deposits and Accounts
- Income Recognition Asset Classification and Provisioning
- Fraud Awareness Notification
KYC Details
- To view your KYC status: Click here
- Process for KRA validation and Guide for KRA non-validated clients to update KYC: PDF
DP Registration ID
IN-DP-450-2020
Attention Investors
Prevent Unauthorized Transactions in your demat account.
Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from NSDL on the same day issued in the interest of investors.
KYC is one time exercise while dealing in securities markets – once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.
Filing complaints with the Depository Participant
- For any Investor Grievances please reach out to – DD Investor Grievance
- For escalation refer – Grievance Redressal Escalation (PDF)
Filing complaints on SCORES- Easy & Quick
a. Register on SCORES portal
b. Mandatory details for filling complaints on SCORES
i. Name, PAN, Address, Mobile Number, E-mail ID
c. Benefits:
ii. Effective Communication
iii. Speedy redressal of the grievances
Smart ODR Portal for Investor Login
Demat Account Opening – Procedure
Depository Participant - Tariff Sheet
Investor Charter
Investor Charter for Depository Participant
Investor Charter Complaints
Product Disclosure Statements
Bond Forward rate agreement PDS
Cross Currency Swaps
FX Forward
FX Option
Interest Rate Swaps / Rupee OIS Swaps / MODIFIED MIFOR Swaps
PayGo Options
Advisory-KYC Compliance
Access to NSDL e-Services
Login link to NSDL e-SERVICES to access IDeAS and e-voting page.
Beware of fictitious offers / lottery winnings / cheap funds offer RBI Advisory
World Investor Week October 14 – 20, 2024 being celebrated under aegis of IOSCO and SEBI.
नवश्व निवेशक सप्ताह 14-20 अक्तूबर, 2024 - आयस्को तथा सेबी की छत्रछाया में मिाया िा रहा है
Saarthi 2.0 Mobile App on Personal Finance for Investors
“For more information related to investments in the securities market, please visit the SEBI Investor Website https://investor.sebi.gov.in/ and the SEBI Saarthi Mobile App.”
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Disclosures
Audited Financial Statements:
- FY 2010-11: – Audited Financial Statements FY 2011
- FY 2011-12: – Audited Financial Statements FY 2012
- FY 2012-13: – Audited Financial Statements FY 2013
- FY 2013-14: – Audited Financial Statements FY 2014
- FY 2014-15: – Audited Financial Statements FY 2015
- FY 2015-16: – Audited Financial Statements FY 2016
- FY 2016-17: – Audited Financial Statements FY 2017
- FY 2017-18: - Audited Financial Statements FY 2018
- FY 2018-19: – Audited Financial Statements FY 2019
- FY 2019-20: – Audited Financial Statements FY 2020
- FY 2020-21: – Audited Financial Statements FY 2021
- FY 2021-22: – Audited Financial Statements FY 2022
- FY 2022-23: – Audited Financial Statements FY 2023
- FY 2023-24: – Audited Financial Statements FY 2024
Basel II / III Disclosures:
Basel II / III Disclosures:
FY 2010-11:
FY 2024-25:
Annual Report on CSR:
- FY 2014-15: Annual Report on CSR
- FY 2015-16: Annual Report on CSR
- FY 2016-17: Annual Report on CSR
- FY 2017-18: Annual Report on CSR
- FY 2018-19: Annual Report on CSR
- FY 2019-20: Annual Report on CSR
- FY 2020-21: Annual Report on CSR
- FY 2021-22: Annual Report on CSR
- FY 2022-23: Annual Report on CSR
- FY 2023-24: Annual Report on CSR