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UBS Callable Goals Series CG132R(AUD) and CG132R(USD) Linked to three Australian bank shares Supplementary Product Disclosure Statement dated 15 January 2020 Issued by UBS Investments Australia Pty

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How to fill out ubs goals - ubs-keyinvestubs

01

To fill out UBS goals, you can follow these steps:

02

Access the UBS KeyInvest website or mobile app.

03

Login to your UBS KeyInvest account using your credentials.

04

Navigate to the Goals section or tab.

05

Select the option to create a new goal or choose an existing goal to edit.

06

Provide a descriptive name for your goal, such as 'Saving for a new car' or 'Retirement planning'.

07

Set a target amount or savings goal for the selected goal.

08

Choose a time frame or deadline for achieving the goal.

09

Specify the type of investment strategy or risk tolerance for your goal.

10

Review and confirm the details of your goal.

11

Save or submit the filled-out UBS goals form to finalize the process.

12

Make sure to consult the UBS KeyInvest documentation or customer support for detailed instructions specific to your account.

Who needs ubs goals - ubs-keyinvestubs?

01

UBS goals in UBS KeyInvest are designed for individuals who:

02

- Have specific financial objectives or targets that they want to achieve.

03

- Want to organize their savings or investment strategy for various goals.

04

- Need a structured approach to manage their financial planning.

05

- Wish to track the progress of their goals and investments in one platform.

06

- Seek professional investment advice or guidance.

07

- Prefer to have a goal-based investing approach.

08

UBS goals in UBS KeyInvest cater to a wide range of investors and can be customized to fit different financial situations.

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What is ubs goals - ubs-keyinvestubs?

UBS goals refer to the specific financial and investment objectives set by UBS KeyInvest, designed to align with the client's risk tolerance and market outlook.

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

Individuals and institutions that have investment accounts with UBS KeyInvest and meet the criteria for goal setting are required to file UBS goals.

How to fill out ubs goals - ubs-keyinvestubs?

To fill out UBS goals, clients must complete an online form provided by UBS, detailing their investment objectives, risk tolerance, and time horizon.

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

The purpose of UBS goals is to guide clients in achieving their financial aspirations by providing a structured approach to investment planning.

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

Clients must report their financial objectives, investment preferences, risk tolerance levels, and any relevant personal financial information.

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