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nt, Business Services Account® (BSA®), Coverdell Education Savings Account and certain Investment Advisory Accounts will be eligible for one of the UBS Bank Sweep Programs. Eligibility is based primarily upon the type of client. Most non-business clients and employee benefit plans qualified under Sectio
Page: EFTA00016569 →ible Accounts other than Investment Advisory Accounts is deposit accounts at AG Stamford Branch. Investment Advisory Accounts will not sweep to the AG Stamford Branch; instead the Secondary Sweep Option for Investment Advisory Accounts will be an available Sweep Fund. Funds in deposit accounts at AG Stamford Bra
Page: EFTA00016569 →ered saclirrurk owned by Visa hurrabional Service Associnicri and used under license The 185 Vea credo cads ad the 1.85 Visa debt cads are *sad by UBS Bank LISA with permission from Vas U S. A Incorporated All Othe• trademarks registered trademarks, service mads and registered service marks are of deg
d ocher compmsai ion from mutual funds end astearte ecmparioc whoa weduets we divriade CONFIDENTIAL - We recent Calberdaten from UM Bat USA, UPS AG Stamford Branch and nothalf dieted bat ihouji our cash sweep regent the commotion may be a rot* per a-cani fee of may be a percentage of average day derail balan
in 444044 predicts we detriAtte - We recent an mu), lee from LOS Bale USA wed UBS AG Straw] Parma te to 575 pm accent beteelarg to the. banks~ Me UBS Bank 5eontr ?wan,. Activity Information 'cession cannensons and other dirges norm] in an-action nub fut aswan of trades includng oaken transacban Kub
3140 . Cash and money balances may include avalable cash balances, UBS Bank USA deposit account, UBS FpC waved Deposit Program Bank accounts, U8S AG Stamford Branch deposit account balances and money market mutual turd sweep balances. See the Miportantm formadon about told statement on the last two pages of t
investment or deposit (-sweep) of available cash balances in your Account. Sweep Options are subject to eligibility requirements and include: the UBS Bank Sweep Programs (which include 'Secondary Sweep Options"), the UBS FDIC Insured Deposit Program, the Sweep Funds, the Puerto Rico Short Term Inves
tion" once hinds on deposit reach the "Bank USA Sweep Cap". 'Secondary Sweep Option' in the UBS Bank Sweep Programs refers to deposit accounts at AG Stamford Branch, the Puerto Rita Fund or one of the available Sweep Funds. UBS AG, Stamford Branch ("AG Stamford Branch")is a US branch of UBS AG, a Swiss Bank.
dvisor or from: www.ubs.com/us/entwealth/misc/accountsweepyields. Each Sweep Option is subject to different risks and account protection features. UBS Bank Sweep Programs Most clients will be eligible for one of the UBS Bank Sweep Programs. Unless you select another available Sweep Option, if any, you
Page: EFTA00024333 →tion" once funds on deposit reach the "Bank USA Sweep Cap". "Secondary Sweep Option" in the UBS Bank Sweep Programs refers to deposit accounts at AG Stamford Branch, the Puerto Rico Fund or one of the available Sweep Funds. UBS AG, Stamford Branch ("AG Stamford Branch") is a US branch of UBS AG, a Swiss Bank.
Page: EFTA00024334 →Entities connected to both UBS Bank and AG Stamford Branch

Ghislaine Maxwell
PERSONBank USA
ORGANIZATION
Puerto Rico
LOCATION
United States
LOCATION
Stanford University
LOCATIONRussell 3000
ORGANIZATION
UBS AG
ORGANIZATION
Condoleezza Rice
PERSON
Vicky Ward
PERSONUBS Visa
ORGANIZATIONUPS AG
ORGANIZATIONLOS AG
ORGANIZATIONWeehawken
LOCATION
George W. Bush
PERSON
Eric Holder
PERSONHarbor Boulevard
LOCATION
Joi Ito
PERSONSCOTT STACK
ORGANIZATIONCayman
LOCATIONthe State of New York
LOCATION