Pursue what matters most

UBS and Deloitte: Broker Data Import Program

As a busy Deloitte employee, you need an experienced, efficient ally when making important decisions about your overall financial circumstances, including your Deloitte wealth accumulation and preservation plans. We understand that with the complexities of your benefit package and the uncertainties of the global economy, you may be facing retirement planning with ever greater challenges.

UBS can help

Select UBS Financial Advisors have the insight and experience to provide the personalized wealth management and multigenerational planning you and your family need today to help grow and preserve your wealth.

Why UBS

Deloitte employees turn to us for guidance because we are:

Highly knowledgeable about Deloitte culture.

Conveniently headquartered in NYC, with local branches in major metro areas.

Dedicated to providing the highest client service standards.

Supported by UBS’s multiple, independent sources of research.


Our experience with Deloitte

With years of experience advising Deloitte employees across the country, our select advisors are attuned to Deloitte’s culture.

15+ years

in the Broker Data Import Program (BDIP) with Deloitte


Our offering

We will work closely with you to educate and advise, helping in all areas of wealth planning and investment management, including:

Financial Planning
Investing
Retirement planning
Executive Compensation
College savings
Family planning
Insurance planning
Estate planning strategies

Employee discounts

As a Deloitte employee, you receive the following discounts.

No cost

Basic retirement plan1

20%

Minimum discount on equity-based services

.50%-1.25%

Advisory fee schedule based upon the nature of the engagement2

We’re here to help

UBS Financial Services Inc.

1285 Avenue of the Americas
15th - 18th floors
New York, NY 10019