8
Shared Docs
8
Same-Page
8 / 8
Mentions
.S. Religious Group/Organization. Aggressive/Speculative High Risk Produce a combination of income and capital appreciation Higher Fluctuations, Higher Returns 7 - 10 years No UBS BANK USA DEPOSIT ACCOUNT Yes $250000.00 UBS AG DEPOSIT ACCOUNT R._ Source of Funds in the Account You have indicated the
nt accounts Equities Bonds Futures Options-Buy Options-Sell Knowledge of investments Percentage of total investable assets held at UBS Other Own Home or Rent? 20 None None None None None You have indicated you are an experienced investor in financial markets and market investments. Less th
.S. Religious Group/Organization. Aggressive/Speculative High Risk Produce a combination of income and capital appreciation Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles) No UBS BANK USA DEPOSIT ACCOUNT Yes $250000.00 UBS AG DEPOSIT ACCOUNT Source of Funds in
perienced investor Knowledge of investments in financial markets and market investments. Percentage of total investable assets held at UBS Other Own Home or Rent? Own Less than 20% Affiliations US feaktattawrequard us to obtain. verify and record information that kknhees each person weevily tha
rofiling questions: Risk Tolerance High Risk Investment Objective Produce a combination of income and capital appreciation Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles) No Risk/Return Objectives Investment Time Horizon Short-Term Liquidity Needs Sweep Account
u are an experienced investor in financial markets and market investments. Percentage of total investable assets held at UBS Less than 20% Other Own Home or Rent? Own Affiliations Affiliated with securities firms or broker/dealer? No U.S. Federal law requires us ro obtain, verify and record info
. Religious Group/Organization. Aggressive/Speculative High Risk Produce a combination of income and capital ■ appreciation Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles) No UBS BANK USA DEPOSIT ACCOUNT Yes $250000.00 UBS AG DEPOSIT ACCOUNT a a Source of Fun
u are an experienced investor in financial markets and market investments. Percentage of total investable assets held at UBS Less than 20% Other Own Home or Rent? Own Affiliations Affiliated with securities firms or broker/dealer? No U.S. Federal law requires us ro obtain, verify and record info
filing questions: Aggressive/Speculative Risk Tolerance High Risk Produce a combination of income and capital appreciation Higher Fluctuations, Higher Returns 7- 10 years No Investment Objective Risk/Return Objectives Investment Time Horizon Short-Term Liquidity Needs Sweep Account Election Primary
u are an experienced investor in financial markets and market investments. Percentage of total investable assets held at UBS Less than 20% Other Own Home or Rent? Own Affiliations Affiliated with securities firms or broker/dealer? No U.S. Federal law requires us ro obtain, venly and record infor
Risk Tolerance Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles)]. No Investment Objective Risk/Return Objectives Investment Time Horizon a Short-Term Liq
u are an experienced investor in financial markets and market investments. Percentage of total investable assets held at UBS Less than 20% Other Own Home or Rent? Own Affiliations Affiliated with securities firms or broker/dealer? No U.S. Federal law requires us ro obtain, verify and record info
Risk Tolerance Aggressive/Speculative High Risk Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles). No Investment Objective Risk/Return Objectives Investment Time Horizon a Short-Term Liqu
u are an experienced investor in financial markets and market investments. Percentage of total investable assets held at UBS Less than 20% Other Own Home or Rent? Own Affiliations Affiliated with securities firms or broker/dealer? No U.S. Federal law requires us ro obtain, verify and record info
isk Aggressive/Speculative Investment Objective Achieve capital appreciation (emphasis on growth of capital, not on income) Higher Fluctuations, Higher Returns Longer than 10 years (through several market cycles)M No Risk/Return Objectives Investment Time Horizon a Short-Term Liquidity Needs Sweep Acc
u are an experienced investor in financial markets and market investments. Percentage of total investable assets held at UBS Less than 20% Other Own Home or Rent? Own Affiliations Affiliated with securities firms or broker/dealer? No U.S. Federal law requires us ro obrain verify and record infor
Entities connected to both Higher Returns and Own Home

Eric Holder
PERSON
Ghislaine Maxwell
PERSON
European Parliament
ORGANIZATIONCredit Cards
ORGANIZATIONPuerto Rico Residency
LOCATION
Samantha Power
PERSON
Puerto Rico
LOCATIONthe State of New York
LOCATIONthe Southern District
LOCATIONUBS Bank
ORGANIZATIONthe U.S. Investment Company Act
ORGANIZATIONBill Payment
PERSONBusiness Services
ORGANIZATIONUBS Visa
ORGANIZATIONUBS Financial Advisor
ORGANIZATIONLeft Blank
PERSON
New Yorker
ORGANIZATIONVisa Signature
ORGANIZATIONthe Federal Arbitration Act
ORGANIZATIONPuerto Rico Investments
ORGANIZATION