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UBS Callable Goals Series CG131R(AUD) and CG131R(USD) Linked to three Australian bank shares Supplementary Product Disclosure Statement dated 8 November 2019 Issued by UBS Investments Australia Pty

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How to fill out ubs goals - ubs-keyinvestubs

01

Begin by logging into your UBS KeyInvest account.

02

Select the 'Goals' tab from the main navigation menu.

03

Click on the 'Create New Goal' button.

04

Enter a name for your goal and provide a description if necessary.

05

Specify the duration of your goal and set a target amount.

06

Choose an investment strategy that aligns with your risk tolerance and financial objectives.

07

Review and confirm the details of your goal.

08

Complete the required information and click on the 'Save' button to finalize filling out UBS goals.

Who needs ubs goals - ubs-keyinvestubs?

01

Anyone who wants to plan and track their financial goals can benefit from UBS KeyInvest goals. Whether you are saving for retirement, a down payment on a house, education expenses, or any other financial milestone, UBS goals provide a structured approach to achieve your objectives.

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What is ubs goals - ubs-keyinvestubs?

UBS goals refer to the objectives set by UBS KeyInvest for investment strategies, focusing on maximizing returns and minimizing risks for investors.

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

Investors and financial institutions involved in a UBS KeyInvest product or investment strategy are required to file UBS goals.

How to fill out ubs goals - ubs-keyinvestubs?

Filling out UBS goals involves providing detailed information about investment objectives, risk tolerance, and expected returns in the designated UBS KeyInvest forms.

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

The purpose of UBS goals is to ensure that investment strategies align with the client's financial objectives and risk profile.

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

Information such as investment objectives, risk tolerance, financial situation, and expected investment horizon must be reported on UBS goals.

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