First Steps
The first step in setting up an account with UBS is to contact our credit department who will ask you for specific details such as the full legal name of your institution, your latest financial information and latest annual report for all legal entities and your contact details for documentation and back-office departments. It should be noted that more specific information is required depending on the type of the counterparty. For further information, please contact the relevant London-based UBS representative.
Another starting point would be for a counterparty to send UBS a copy of their whole portfolio so that we can evaluate it before starting business. Please do not hesitate to contact your local salesperson or trader who will guide you.