Basis of the business relationship

Individual documents

• General Terms and Conditions
• General Terms and Conditions governing Custody Accounts
• Information sheet on monetary and non-monetary benefits
• Terms and Conditions for Payments
• General Terms and Conditions for the Use of UBS Credit Cards
• General Terms and Conditions for the Use of UBS Prepaid Cards
• General Terms and Conditions Governing Metal Accounts
• General terms and conditions governing investment advice on single transactions

Summarized booklet of the basis of the business relationship

• Contractual terms for private clients
• Contractual terms for corporate clients

Basis of the business relationship for former CS clients

Business relationships transferred to UBS systems as of 1 January 2025

General Terms and Conditions for former CS clients

Business relationships not yet transferred to UBS systems

Credit Suisse Legal Information

Disclosure of client data

• Information on Disclosure of Client Data for Transactions and Services
• Information from the SBA regarding the disclosure of client data and other information in international payment transactions and investments in foreign securities

Further information for clients

• Information regarding deposit insurance Switzerland
• The safety of investment funds in times of uncertainty - what investors should know
• Contactless and dormant assets

Information about the Central Securities Depositories Regulation (CSDR)

• Article 73 (4) Swiss Financial Market Infrastructure Act (FMIA) and Article 38(6) CSDR Legally Required Participant Disclosure
• UBS Switzerland AG Cost Disclosure – Article 38(6) Central Securities Depositories Regulation (CSDR)