Back to Network
7
Shared Docs
7
Same-Page
7 / 7
Mentions
Document Mentions (7 shared documents)
2 mentions1 same-page
Page ?Same page
ransfers to this account originate from a same name inherited IRA of the same type indicated on this IRA Account Application (e.g., Traditional IRA, Roth IRA) and/or a direct rollover from a qualified plan which named you as beneficiary. Accounts with Cash Management Features The Agreements and Disclosu
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
2 mentions1 same-page
Page ?Same page
ransfers to this account originate from a same name inherited IRA of the same type indicated on this IRA Account Application (e.g., Traditional IRA, Roth IRA) and/or a direct rollover from a qualified plan which named you as beneficiary. Accounts with Cash Management Features The Agreements and Disclosu
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
2 mentions1 same-page
Page ?Same page
ransfers to this account originate from a same name inherited IRA of the same type indicated on this IRA Account Application (e.g., Traditional IRA, Roth IRA) and/or a direct rollover from a qualified plan which named you as beneficiary. Accounts with Cash Management Features The Agreements and Disclosu
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 You have indicated that you are not an employee of UBS AG, its s
Sponsored
2 mentions1 same-page
Page ?Same page
ransfers to this account originate from a same name inherited IRA of the same type indicated on this IRA Account Application (e.g., Traditional IRA, Roth IRA) and/or a direct rollover from a qualified plan which named you as beneficiary. Accounts with Cash Management Features The Agreements and Disclosu
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 145. Federal law requires us ro obtain, verify and record info
2 mentions1 same-page
Page ?Same page
ransfers to this account originate from a same name inherited IRA of the same type indicated on this IRA Account Application (e.g., Traditional IRA, Roth IRA) and/or a direct rollover from a qualified plan which named you as beneficiary. Accounts with Cash Management Features The Agreements and Disclosu
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 You have indicated that you are not an employee of UBS AG, its s
2 mentions1 same-page
Page ?Same page
ransfers to this account originate from a same name inherited IRA of the same type indicated on this IRA Account Application (e.g., Traditional IRA, Roth IRA) and/or a direct rollover from a qualified plan which named you as beneficiary. Accounts with Cash Management Features The Agreements and Disclosu
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
Sponsored
2 mentions1 same-page
Page ?Same page
ransfers to this account originate from a same name inherited IRA of the same type indicated on this IRA Account Application (e.g., Traditional IRA, Roth IRA) and/or a direct rollover from a qualified plan which named you as beneficiary. Accounts with Cash Management Features The Agreements and Disclosu
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
Sponsored
Mutual Connections (69)
Entities connected to both Roth IRA and Own Home
European Parliament
ORGANIZATION15 w/ Roth·12 w/ Own
Ghislaine Maxwell
PERSON15 w/ Roth·12 w/ Own
Eric Holder
PERSON15 w/ Roth·12 w/ Own
the U.S. Investment Company Act
ORGANIZATION15 w/ Roth·10 w/ Own
UBS Visa
ORGANIZATION15 w/ Roth·10 w/ Own
BP
Bill Payment
PERSON15 w/ Roth·10 w/ Own
Puerto Rico
LOCATION15 w/ Roth·10 w/ Own
Business Services
ORGANIZATION15 w/ Roth·10 w/ Own
Credit Cards
ORGANIZATION15 w/ Roth·10 w/ Own
the State of New York
LOCATION15 w/ Roth·10 w/ Own
Puerto Rico Residency
LOCATION15 w/ Roth·10 w/ Own
the Southern District
LOCATION15 w/ Roth·10 w/ Own
Samantha Power
PERSON15 w/ Roth·10 w/ Own
UBS Bank
ORGANIZATION15 w/ Roth·10 w/ Own
the Puerto Rico Short Term Investment Fund, Inc.
ORGANIZATION15 w/ Roth·9 w/ Own
Puerto Rico Investment
LOCATION15 w/ Roth·9 w/ Own
New Yorker
ORGANIZATION15 w/ Roth·9 w/ Own
the Cayman Islands Branch
LOCATION15 w/ Roth·9 w/ Own
UBS Financial Advisor
ORGANIZATION15 w/ Roth·9 w/ Own
Cayman Islands
LOCATION15 w/ Roth·9 w/ Own