UBS offers a wide range of account types and account management features. Your Financial Advisor will work with you to select the account or combination of accounts whose features best suit your needs, and to ensure that your documentation is completed properly. The forms and disclosures associated with the most frequently-used account choices are attached on the pages that follow.
 Individual Accounts
Business Accounts Qualified Plans Short Form Profit Sharing Plan & Money Purchase Plan Flexible Profit Sharing Plan Flexible Money Purchase Plan 401(k) Plan SIMPLE 401(k) Plan Hurricane Amendments
The account forms and related documents provided by UBS Financial Services Inc. are intended for use by, and distribution to individuals, corporations, businesses and partnerships residing/domiciled in the United States. The documents are not intended for use by, or distribution to any person, corporation, business and partnership residing/domiciled outside of the United States. |
