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Below, you will find policy-related information and documents . Further, you can find the most relevant forms that you might need
If you cannot find a required form on this page, please contact us.

Life insurance

Various documents are available for download in this section.

Are you unable to find a specific document?
If so, please contact our Customer Service Team on +41 (0)848 33 66 99.

Investments

Various documents are available for download in this section.

Are you unable to find a specific document?
If so, please contact our Customer Service Team on +41 (0)848 33 66 99.
Swiss Rock Maturity Strategien
Informationsblätter

Capital protection fund

Life Investment 90% Protected Fund von UBS
2-Pager
Key investor info
Sales Prospectus
Monthly Factsheet

Fund selection

Fund selection

International funds

Services

Various documents are available for download in this section.

Are you unable to find a specific document?
If so, please contact our Customer Service Team on +41 (0)848 33 66 99.
Change of address
AIA/FATCA
Change of 3b beneficiary/ies in the event of death
Declaration of the identity of the contractual partner and the beneficial owner
Instruction to amend fund units
BrokerNet-Login

Reports

Various documents are available for download in this section.

Are you unable to find a specific document?
If so, please contact our Customer Service Team on +41 (0)848 33 66 99.

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