Your future care

"UBS Personnel Financial Affairs (PFA) is the “bank within the bank” and is responsible for supporting UBS employees, retirees and their partners living in the same household.

We look forward to being there for you and advising you on your banking matters."

Claudia Gasser – Head of Personnel Financial Affairs

Your journey to UBS

  • Information

    In the summer of 2024, we informed you about the merger of Credit Suisse with UBS and gave you an initial insight into the process.

  • Preparation

    We will arrange everything for a smooth transfer and inform you in detail.

  • Transfer

    Your banking relationship will be transferred. You will find information on the exact date and procedure in the corresponding letter.

  • Completion

    After the transfer, your banking relationship will be fully transferred to UBS, and we look forward to welcoming you.

We are there for you

Employees

You have received a complete overview of the products you use and their conditions in our letter. Further information about our offer and our services for active employees can be found here.

Find out more

Retirees and their partners as well as partners of active employees

Retirees and their partners as well as partners of active employees living in the same household benefit from preferential terms for their banking with UBS. You have received a complete overview of the products you use and their conditions in our letter.

Amended terms and price lists

Please familiarize yourself with the contractual adjustments to your banking relationship. You can view the adjusted terms and the price lists for your products and services after the transfer online using the personal access code from our letter. You can find the price lists in the chapter on amendments subject to right of objection.

Please refer to the price list that we sent you with our letter to find the PFA preferential terms that you receive as an employee, family member or retiree.

Here you can access the adjusted terms and general price lists

Protect yourself from fraud

We will never ask you to disclose your personal details or transfer money to another account. In preparation for the transfer, we will contact you exclusively by letter or Credit Suisse Online & Mobile Banking. Always check that you are really on ubs.com and that the letterhead contains your personal client number.

Fraud attempts can happen at any time: be careful if you receive unsolicited requests by email, text message or telephone.