Which documents will I receive via UBS Digital Banking?

By default, UBS delivers your correspondence to you electronically in 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

Examples of electronically delivered
documents

Examples of documents that will continue to be delivered by mail

Important notifications (letters to clients)

  • Change in general business conditions – including product, service and price provisions
  • Regulatory notifications and information

 

Account/custody account reporting

  • 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
  • Fund account statements

Securities/Stock exchange/Capital market

  • 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)
  • 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

Mortgages

  • Payment and repayment memoranda
  • Maturity memoranda
  • Interest rate change memoranda
  • Certificates
  • Mortgage warnings

Tax reporting

  • Tax statements
  • Tax certificates for fund account
  • Certain country-specific tax reports

1 If, for example, a physical document is necessary for participation or a transaction indicates multiple response deadlines.

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.