Our contracting standards

We’ve adopted a uniform approach to supplier contracts and implemented simpler contractual terms to engage with our suppliers more efficiently.

On this page you'll find our standard contractual terms with suppliers. This includes the UBS Supplier Policies, which are intended to form part of your agreement with UBS.

We may from time to time update or publish new documents on this page to reflect changes in applicable laws or UBS’s policies and standards. You'll find the version number and publication date indicated within each document.

We encourage all suppliers to sign up to receive email notifications when documents are updated on this page.

UBS General Terms and Conditions

The UBS General Terms and Conditions apply across all categories of products and services provided to UBS.

UBS General Terms and Conditions EN | DE | CN

Glossary

All capitalized terms in our contractual documents are defined in the Glossary.

Glossary EN | DE | CN

Category Specific Terms

Category Specific Terms will apply according to the types of products or services provided to UBS. In most cases they supplement the UBS General Terms and Conditions, but some are freestanding.

Cloud Services Terms EN | DE | CN

COTS Software Terms EN | DE | CN

Goods Terms EN | DE | CN

IT Hardware Terms EN | DE | CN

Marketing and Related Services Terms EN | DE

Outsourced Services Terms EN | DE | CN

Recruitment Services Terms and Conditions EN | DE | CN

Services Terms EN | DE | CN

Global Supplier Policies

Suppliers must comply with any applicable Global Supplier Policies. These Policies will form part of the supplier's agreement with UBS. The table below lists the Global Supplier Policies and specifies the circumstances in which each Policy applies.

Policy name	Documents	When it applies
Anti-bribery and Corruption, Sanctions, Fraud and Anti-Facilitation of Tax Evasion Policy	EN \| DE \| CN	At all times when you work with us
Audit Policy	EN \| DE \| CN	Whenever you provide any of the following: Outsourced Services; BCM-Critical Services/Products; SOX Relevant Services/Products; or any Products or Services that are regulated by a Regulator of UBS.
BRRD Bail-In Policy	EN \| DE \| CN	When all of the following apply: the Products or Services provided by you do not include Resolution-Critical Activities; and the UBS party to the Agreement is established: (a) in a member state of the European Economic Area (EEA) which has implemented, or which at any time implements, the BRRD; or (b) in the UK; and the Agreement is governed by: (a) in the case of EEA established UBS party, the law of a non-EEA jurisdiction; (b) in the case of the UK established UBS party, the law of a non-UK jurisdiction.
Business Continuity and Operational Resilience Policy	EN \| DE \| CN	Whenever you supply BCM-Critical Services/Products, or support an Important Business Service.
Compliance Policy	EN \| DE \| CN	Whenever you have: any Onboarded Staff, or any Staff with access to Unpublished Price Sensitive Information.
Data Protection Policy	EN \| DE \| CN	Whenever you Process any Personal Data which is shared for the purposes of the Agreement
Process Agent and IVV Policy	EN \| DE \| CN	When you and/or any of your Subcontractors is at any time established in a non-EEA jurisdiction and we determine that any Products or Services provided pursuant to an Agreement are UBS ESE Material Outsourced Services; or When we determine that any Products or Services provided pursuant to an Agreement are UBS ESE Material Outsourced Services and involve IVV Relevant Staff
Procurement, Third Party Risk Management and Ethics Policy	EN \| DE \| CN	At all times when you work with us
Records Management Policy	EN \| DE \| CN	Whenever we determine that the Services require the creation or Processing of UBS Information on our behalf, as specified in a Record Management Appendix.
Responsible Supply Chain Standard	EN \| DE \| CN	At all times when you work with us
Staff Vetting Policy	EN \| DE \| CN	The Staff Vetting Policy applies to all Staff (including Subcontractors and their personnel) involved in the provision of Products or Services to UBS
Subcontractor Policy	EN \| DE \| CN	Whenever you use Subcontractors in the provision of any Products or Services
“Too Big to Fail” Policy	EN \| DE \| CN	Whenever we determine that any Products or Services provided by you include Resolution-Critical Activities
Vendor Management Framework (VMF) Governance and Reporting Policy	EN \| DE \| CN	Any time you have an Agreement with us

Staff declaration forms

The Staff Declarations forms address confidentiality and related matters as per clause 8 of the UBS General Terms and Conditions. They’re available for download as editable PDF files for completion and e-signature. Please select the applicable form from the list on the right.

Staff Declaration APAC EN | CN

Staff Declaration CH, EMEA EN | DE

Staff Declaration US EN

DocuSign

No paper. No printing. No scanning. We’re using DocuSign to sign contracts electronically in some jurisdictions. We’ll kickstart the DocuSign process where it’s available for your contract. If you’re already DocuSign user, wait until you hear from us before initiating any eSignature processes.

Learn more about our use of DocuSign in our FAQs

UBS Billing Guidelines for outside counsel

The UBS Billing Guidelines detail the chargeable and non-chargeable tasks and activities for outside counsel.

UBS Billing Guidelines for Outside Counsel EN

Contracting standards archive

Here you can access decommissioned documents and older versions of the above listed documents.

Contracting standards archive

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Our contracting standards

UBS General Terms and Conditions

Glossary

Category Specific Terms

Global Supplier Policies

Staff declaration forms

DocuSign

UBS Billing Guidelines for outside counsel

Contracting standards archive

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