Get Ubs Forms

Filling out the UBS Forms online can streamline your investment process and help ensure all necessary information is provided accurately. This guide will provide you with step-by-step instructions to complete the forms efficiently.

Follow the steps to complete your Ubs Forms seamlessly.

1. Press the 'Get Form' button to download the UBS Forms and open it in your preferred digital document manager.
2. Begin with the personal details section. Enter your title, surname, forename(s) in full, and provide your permanent residential address, including the postcode. Don't forget to include your email address and daytime and evening telephone numbers. If you have an existing account number, include that as well.
3. In the important details section required by HM Revenue & Customs, enter your date of birth and National Insurance number. If you do not have a National Insurance number, ensure to tick the appropriate box.
4. For the current ISA details, indicate the names and addresses of your current ISA managers. Include the postcodes where required.
5. In the investment details section, list the fund(s) you wish to invest in. Specify the name of the fund along with the total lump sum amount and any monthly amounts you intend to invest. Indicate whether you prefer income or accumulation shares.
6. If you are requesting direct income from your investment, provide the name and address of your bank or building society where the income should be paid. Include the account number and names of account holders.
7. Read the declaration carefully. After confirming that the information is complete and correct, provide your signature and the date.
8. In the data protection section, there will be an option to opt-out of receiving information about other products. Make your selection accordingly.
9. If you are using a financial adviser, complete the relevant section to authorize them to receive updates regarding your investment progress.
10. Once all sections are complete, you can save any changes made to the form. Additionally, ensure to download, print, or share the completed document as necessary.

Start filling out your UBS Forms online today to manage your investments effectively.