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UBS Callable Goals Series CG130R(AUD) and CG130R(USD) Linked to three Australian bank shares Supplementary Product Disclosure Statement dated 2 October 2019 Issued by UBS Investments Australia Pty

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How to fill out ubs goals - ubs-keyinvestubs

01

To fill out UBS goals - ubs-keyinvestubs, follow these steps:

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Start by visiting the UBS website or the UBS mobile app.

03

Log in to your UBS account using your credentials.

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Navigate to the 'KeyInvest' section or search for 'ubs-keyinvestubs'.

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Click on the 'Goals' tab or a similar option.

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Enter your goals point by point, providing as much detail as possible.

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Save your progress as you go or submit the form when you're done.

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Confirm the submission and wait for any further instructions or feedback from UBS.

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Keep track of your goals and monitor progress through the UBS platform.

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What is ubs goals - ubs-keyinvestubs?

UBS Goals - UBS-KeyInvestUBS refers to investment solutions designed to help clients achieve specific financial goals through structured products.

Who is required to file ubs goals - ubs-keyinvestubs?

Individuals or entities utilizing UBS investment products or services may be required to file UBS Goals.

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To fill out UBS Goals, clients need to provide personal financial information, investment objectives, and risk tolerance through the designated forms.

What is the purpose of ubs goals - ubs-keyinvestubs?

The purpose of UBS Goals is to align investment strategies with personal financial goals, ensuring tailored investing experiences.

What information must be reported on ubs goals - ubs-keyinvestubs?

Reported information typically includes financial situation, investment horizon, risk appetite, and specific financial goals.

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