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UBS Specialist Funds Product Disclosure Statement Issue No. 1, dated 21 May 2009 Offered by Global Asset Management (Australia)Ltd ABN 31 003 146 290 AFS License No. 222605 Important information This
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How to fill out UBS specialist funds:

01
Start by researching and understanding the different UBS specialist funds available. These funds are designed to cater to specific investment objectives and strategies, so it's important to select the one that aligns with your financial goals.
02
Once you have chosen the UBS specialist fund that best suits your needs, gather all the necessary documentation required for the application process. This may include identification proofs, financial statements, and any other relevant personal information.
03
Contact UBS or its authorized agents to initiate the application process for the specialist fund. They will guide you through the necessary steps and provide you with the required application forms.
04
Fill out the application form accurately and provide all the requested information. It is essential to review the form carefully and ensure that you have provided all the required details.
05
If you have any questions or concerns while filling out the application form, don't hesitate to reach out to UBS or its agents for clarification.
06
Once you have completed the application form, review it again to make sure there are no errors or missing information. It's crucial to double-check all the details before submission.
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Submit the completed application form to UBS or its authorized agents through the designated channel. This may be done online, through mail, or in person, depending on the preferred method of submission.
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After submitting the application, UBS will review it and assess your eligibility for the specialist fund. The time it takes to receive a response may vary, so it's important to be patient during this process.
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If your application is approved, UBS will provide you with the necessary instructions to fund your investment in the specialist fund. Follow these instructions carefully to ensure a smooth investment process.
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It's advisable to regularly monitor and review your investment in UBS specialist funds to stay informed about its performance and make any necessary adjustments according to your financial goals.

Who needs UBS specialist funds:

01
Individuals or institutional investors who have specific investment objectives and strategies that can be fulfilled by the range of UBS specialist funds available.
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Investors looking to diversify their portfolio by adding exposure to specialized asset classes or market sectors that are not easily accessible through traditional investment options.
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Those seeking professional management of their investments in specific areas, where UBS specialist funds offer expertise and specialized knowledge.
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Investors who prefer a structured investment approach provided by UBS specialist funds rather than managing individual securities themselves.
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Individuals looking for potential higher returns or risk-adjusted performance by investing in specialized sectors or strategies.
Remember, it's important to consult with a financial advisor or conduct thorough research before investing in UBS specialist funds to ensure they align with your financial situation and long-term goals.
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UBS Specialist Funds are investment funds managed by UBS specifically designed for professional and institutional investors.
Professional and institutional investors who invest in UBS Specialist Funds are required to file the necessary paperwork.
Investors can fill out UBS Specialist Funds forms either electronically through UBS's online platform or by submitting physical copies to UBS offices.
The purpose of UBS Specialist Funds is to provide professional and institutional investors with specialized investment options tailored to their specific needs and risk tolerances.
Information such as investor details, investment amounts, fund performance, and any changes in investment strategy must be reported on UBS Specialist Funds.
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