Services for Global Clients & Participants
With many plan participants of multinational corporations residing outside of the U.S., our services are designed for a global employee population. 

Corporate Benefits
UBS Corporate Employee Financial Services® (CEFSSM ) helps to simplify and organize plan administration for your corporation by offering several plan sponsor services, including:

  • Exercise type establishment by location, subsidiary or country code
  • International tax withholding*, including country-specific statutory rate withholding, individual tax rate withholding and corporate payroll withholding
  • Distributed Web-based administration
  • Workflow reporting by geography
  • Flexible payroll and funds transfer processing, including wiring of option costs and taxes to separate locations, and currency conversion

Serving Your Employees Around the World**

UBS One Source
UBS One Source, the website for your participants, offers information and fully translated online transaction services in English, French, German, Japanese, Russian, Simple Chinese and Spanish.  With this capability, non-English speaking employees have the ability to transact shares through our Internet application as easily as English speaking employees. 

Call Centers
CEFS call centers feature Customer Service Representatives (CSRs) who provide one-to-one customer service support in several languages. If a plan participant´s language is not supported by UBS One Source or one of our CSRs directly, we can access a third party interpreter service for live translation services in more than 145 different languages.  We provide extended call service center hours from 3:00 a.m. until 11:00 p.m. EST to accommodate your employees´ needs across multiple time zones.

Customized Communications
You may choose to develop and post to your UBS One Source site a customized communications program for your non-US employees that parallels your program in English.  Participant communications may include informational brochures, plan procedures, and other documents you select.

Access to Currency and Equity Services
Distributions or cash proceeds from participant accounts are available in more than 30 currencies at institutional daily spot rates, with no charge for international wire transfers.  We can customize certain plan features, such as stock option exercise and distributions methods, to help you meet regulations in your employees´ home countries. Additionally, our QUICKSaleSM   service handles sales as block trades in countries where individuals are not permitted to hold stock.

To reach a CEFS representative, call 1-866-706-2727 (Monday-Friday, 9:00am-5:00pm ET) or e-mail us at CEFS@ubs.com with your name, title, company and contact information.


contact a Financial Advisor for more information


* Neither UBS Financial Services nor its employees provide tax and/or legal advice.

** Not all securities, products or services are available in all countries and nothing here should be construed as an offer or solicitation of any security, product or service in any jurisdiction where their offer or sale is not qualified or exempt from registration.