Go Green document list
Digital copies of the following documents are available for your review in the UBS Wealth App, under "eDocuments".
How long will eDocuments be available on the app?
For accounts booked in Australia:
- 7 years for Standard Investment Reports (SIR) and Statements of Current Accounts (SCA);
- 2 years for all other documents.
For accounts booked in Japan, only documents created after 20 July 2022 are available.
Documents available on the UBS Wealth App:
Australia
- Confirmation of Contact Details
- Corporate Actions Notifications (including EU SRD II additions)
- Corporate Action Confirmations
- Credit Management
- UBS Wealth Activity Notification
- Fees and Charges
- Foreign Exchange
- Foreign Exchange Options
- Foreign Exchange Structured Investments (FINER Revexus)
- Fund Transfers
- Investment Rationale Confirmation
- Loan Statement
- Loans
- Miscellaneous
- Miscellaneous Client Correspondences
- Private Equity
- Securities
- Securities Lending and Borrowing
- Securities Lending Welcome Letter
- Statement of Current Account (SCA)
- Standard investment Report (SIR)
- Tax Report
- Terms Deposits
- Transaction Advices