Electronic correspondence

Which documents will I receive via UBS Digital Banking?

By default, UBS delivers your correspondence to you electronically in UBS Digital Banking. You will continue to receive certain documents by mail.

Below you will find a partial overview of the documents that are most frequently delivered electronically. Please note that, for instance, applicable laws and regulations, technical reasons or other circumstances can require these documents to be sent by mail.

Category

Category

Examples of electronically delivered
documents

Examples of electronically delivered
documents

Examples of documents that will continue to be delivered by mail

Examples of documents that will continue to be delivered by mail

Category

Important notifications (letters to clients)

Examples of electronically delivered
documents

  • Change in general business conditions – including product, service and price provisions
  • Regulatory notifications and information

Examples of documents that will continue to be delivered by mail

 

Category

Account/custody account reporting

Examples of electronically delivered
documents

  • Account statements
  • Account closure documents
  • Certificates for interest and fees
  • Interest and capital statements
  • Service price statements
  • Asset and custody account statements
  • Lists of securities
  • Custody account statements for registered shares
  • Custody account revenue statements

Examples of documents that will continue to be delivered by mail

  • Fund account statements

Category

Securities/Stock exchange/Capital market

Examples of electronically delivered
documents

  • Stock exchange statements
  • Future and option reports
  • New issues of securities / Corporate Action statements
  • Coupon statements
  • Notification of Corporate Actions (e.g. optional dividends, capital increases, takeover offers, mergers or name changes)

Examples of documents that will continue to be delivered by mail

  • Invitation to shareholders’ meetings and notification of class actions
  • Notification of Corporate Actions that cannot be delivered electronically depending on the market or due to special print attachment1

Category

Mortgages

Examples of electronically delivered
documents

  • Payment and repayment memoranda
  • Maturity memoranda
  • Interest rate change memoranda
  • Certificates

Examples of documents that will continue to be delivered by mail

  • Mortgage warnings

Category

Tax reporting

Examples of electronically delivered
documents

  • Tax statements
  • Tax certificates for fund account

Examples of documents that will continue to be delivered by mail

  • Certain country-specific tax reports

1 If, for example, a physical document is necessary for participation or a transaction indicates multiple response deadlines.

Tip: Get notified about new documents via app (push), text message or e-mail. You can activate the corresponding notifications in E-Banking under Mailbox > Set up notifications or in the Mobile Banking App under Menu > Your name > Notifications > Manage rules > Mailbox.