Information on the fee rates and return rates for each share class of offshore funds / securities investment trust funds in the latest five (5) years

Source of information:  Securities Investment Trust & Consulting Association of the R.O.C. (SITCA), version of April 2019, for reference only.  This information includes funds not provided by the Bank, and the Bank has no obligation to provide any or all of the funds or fund share classes as included in such information.

OBU Foreign Securities Dealing

The OBU Foreign Securities Dealing business time: 9:00 – 18:00

Rights of Depositors

  • UBS is one of the participating institutions in CDIC deposit insurance. Effective from 1 January 2011, CDIC compensates each depositor for up to TWD3 million, the coverage of which only includes the items defined in the Deposit Insurance Act. Deposit insurance only covers domestic deposits, including its interest as well as deposits in foreign currency, but excluding deposits made at OBU.
  • Negotiable certificates of deposit, other financial products or trust asset invested in objects other than deposits, will not be covered by the deposit insurance.
  • Please refer to "Protection of Depositors" section of CDIC website for details.

Fund Remuneration Propaganda

In order to protect the investor's right and interests, also to avoid any behaviors of mis-selling, the investors are encouraged to visit the website of Securities Investment Trust & Consulting Association of the R.O.C. ("SITCA") for knowing the details of fund remuneration. UBS hereby provides the website of SITCA for your reference.
Securities Investment Trust & Consulting Association of the R.O.C. (Website:, please visit "Know more about Fund Remuneration" under "Fund Investment Propaganda")

Clients can ask the Bank to check the registration status of trust personnel with client-facing function where necessary indicating that clients can call the enquiry hot line (02-8722-7720) to ask for such information.

Anti-Money Laundering Bulletin

Providing personal account for criminal group's usage may be considered as abettor for criminal offense of fraud. According to Article 15 of the Money Laundering Control Act dated 28 December 2016, using false/pseudo name upon accounts opening with financial institutions or inappropriate acquisition of others' account may be subject to criminal liabilities. A gentle reminder - please manage your account properly. Do not provide or allow others to use your national ID cards, passbook, account number, ATM card or password.