UBP offers various financial services, such as:
- Discretionary asset management service: The client gives the Bank a mandate to manage their assets on the basis of predefined parameters agreed in the client's investment profile. The Bank takes the investment decisions.
- Advisory service: The client signs a mandate to receive advice, covering the entire portfolio and based on parameters predefined with the client in an Investment Profile. The Bank recommends one or several financial instruments and the client takes the final investment decision.
- Execution-only service: The client gives investment instructions and the Bank executes them.
At the account-opening stage, the Bank informs its clients of the costs associated with the financial services provided, by handing over the fee schedule , which forms an integral part of the General Conditions.
Additional information on costs linked to financial instruments is provided in the KID and the prospectus, where available for the type of instrument concerned.
In any case, transaction costs are indicated on transaction advices.