Disclosure of Required Information

Annual Report

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.

GWM Business Privacy Policy for Client Data Sharing

If there is any personal data enquiry, please send an email to: sh-ubsbanktw-dataprotect@ubs.com

Client may request UBS to suspend or refuse tele-marketing and commercial marketing, please call UBS at 02-8722-7888, or email to sh-ubsbanktw-dataprotect@ubs.com for the details of the application process.

Bank would like to fulfill the friendly financial services for elderly and/or disabled clients and to provide appropriate services and measures to satisfy the needs of elderly and/or disabled clients.

If a client has any question, feedback, or needs which require further explanation / special assistance of the services from Bank, please feel free to consult with the Wealth Management Client Advisor. The Bank is more than happy to serve with any special needs that client may require.

The Foreign Securities Dealing business time: 9:00 – 19:00

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: www.sitca.org.tw, 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.

Source of information:  Securities Investment Trust & Consulting Association of the R.O.C. (SITCA), version of April 2025, 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.

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.

Please contact your client advisor to update account profile due to replacement of new UI number for foreign nationals.