There are many reasons to do your bit. And there are just as many ways that you can help the UBS Optimus Foundation. Let's contribute together for the well-being of children in need.
All of your money will go to the projects. UBS bears all administrative- and wage costs relating to the UBS Optimus Foundation.
Tax deductions for persons resident in Switzerland:
Direct donations and income from the Strategy Funds P-C-dist may be deducted from income tax. Please note that maximum and minimum amounts vary from canton to canton. Donations over CHF 100 will receive automatically in January of the following year a donation certificate.
Tax deductions for persons resident abroad:
Please contact your local tax advisor, who will be happy to provide you with information.
Whether large or small, every donation helps. You have tailored options with a donation to the UBS Optimus Foundation. Do not hesitate to contact your client advisor for further questions.
Donation via UBS e-banking
Beneficiary: UBS Optimus Foundation, 4051 Basel
UBS AG, CH-Basel, Account No. 233-700000.70N
Donation via Client advisor
Your client advisor will be happy to transfer your donation to the UBS Optimus Foundation account:
Donation with KeyClub points
Do your bit as a KeyClub member? Donate your points to the UBS Optimus Foundation.
UBS Optimus Foundation charity credit card
Use your credit card and help children: Each year, UBS transfers 0.75% of your credit card spending to the UBS Optimus Foundation.
UBS Strategy Fund P-C-dist makes investing with your heart and mind particularly easy. As buyer of shares of the UBS (Lux) Strategy Fund P-C-dist you continue to receive the added value generated by the fund's asset growth. 100% of the annual interest and dividend income, however, go to the Foundation. UBS backs your investment additionally by transferring all issuing commissions and the fund's all-in fee to the UBS Optimus Foundation.
Bequest / Foundations
If you would like to make a bequest to the UBS Optimus Foundation in your will, your client advisor will be happy to help you find a solution that meets your needs.
Perhaps you already have a foundation that is active in areas similar to those of the UBS Optimus Foundation. In such cases, collaboration can be a sensible option.
In case of any questions please do not hesitate to contact the UBS Optimus Foundation phone:
+41-44-237 27 87
UBS Life Funds life insurace
Designate the UBS Optimus Foundation as the beneficiary of your UBS Life or UBS Global Life insurance policy.
UBS Life Helpline will be happy to answer your questions phone:
+41-44-236 99 11
1 Amounts over CHF 10,000 can only be transferred from a UBS account.
² Please note that this fund is not licensed for (public) sale or distribution in all countries. Units of the fund may not be offered or sold in the United States. The fund details provided on this page do not constitute an offer. They are intended for general information purposes only.