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UBS SFA Online
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1. Introduction ............................................................................................................................................................
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01
Gather all necessary financial documents, such as income statements, tax returns, and investment statements.
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Research and understand your financial goals and objectives. Determine what type of financial advice you are seeking.
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Make an appointment with a UBS Swiss financial adviser.
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During the appointment, provide the adviser with your financial documents and discuss your goals and objectives in detail.
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Listen to the adviser's recommendations and ask any questions you may have.
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Review and analyze the recommended financial strategies and products.
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Decide which strategies and products align with your goals and objectives.
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Stay in regular contact with your UBS Swiss financial adviser for ongoing advice and updates on your financial situation.
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Business owners and entrepreneurs who need help with business succession planning and wealth transfer.
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People who want access to a wide range of financial products and services offered by UBS Swiss.
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