Get Ubs Callable Goals

This guide provides a clear and comprehensive approach to completing the UBS Callable Goals online. Follow these instructions to ensure your application is processed smoothly and accurately.

Follow the steps to complete your UBS Callable Goals application.

1. Click the ‘Get Form’ button to obtain the UBS Callable Goals application form and open it for editing.
2. Provide your full personal details, including your name, date of birth, and contact information, ensuring all entries are accurately filled out.
3. Indicate the number of units you wish to purchase, ensuring it meets the minimum investment requirement outlined in the form.
4. Select your preferred payment method, whether by cheque or through your financial adviser.
5. Provide bank account details for direct credit, if applicable, so that any payments owed to you can be processed efficiently.
6. Review the acknowledgments and declarations section, ensuring you understand and agree to the terms outlined.
7. Sign the application form to confirm your application, then submit it to your approved adviser for processing.
8. Once submitted, keep an eye on communications regarding the approval or any additional requirements for your application.

Complete your application today and start investing in the UBS Callable Goals online.