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Total Mentions
8
Documents
96
Connected Entities
Organization referenced in documents
y programs: Managed Accounts Consulting Program, Portfolio Management Program, ACCESS, Managed Portfolio Program, UBS Strategic Wealth Portfolio, UBS Strategic Advisor, and Private Wealth Solutions and such other programs as UBS may add from time to time. "Plans' refers to employee benefit plans qualified under
Page: EFTA00024334 →EFTA00236152
t enrollment in the following UBS Financial Services Inc. Investment Advisory program. Account Investment Advisory Program UBS Strategic Advisor UBS Strategic Advisor UBS Strategic Advisor UBS Strategic Advisor UBS Strategic Advisor UBS Strategic Advisor Why this is important This Investment Advisory Account
EFTA00236532
his amendment supplements the UBS Investment Advisory Relationship Agreement (the 'Advisory Relationship Agreement') Client Application and/or other UBS Strategic Advisor agreement you have executed to establish the accounts identified above (the 'Program Accounts) in the U85 Strategic Advisor Program (the 'Program").
EFTA00237780
22, 2016 UBS Financial Services, Inc. 299 Park Avenue 25th Floor New York NY 10171-0002 ubs.conVfs Confirmation Confirmation: Updates to your UBS Strategic Advisor account Verification We have recently updated information for account Please note: This information is only for this account. Your overall invest
EFTA01597591
y programs: Managed Accounts Consulting Program, Portfolio Management Program, ACCESS, Managed Portfolio Program, UBS Strategic Wealth Portfolio, UBS Strategic Advisor, and Private Wealth Solutions and such other programs as UPS may add from time to time. "Plans' refers to employee benefit plans qualified under
EFTA01274387_sub_001 - EFTA01274387_100
MAXWELL Friendly account name: Account number. Your Hounds' Advisor: SCOTT STACK MANYLYLE CASR1EL CONFIDENTIAL EFTA_00 I 32323 EFTA01274460 UBS Strategic Advisor 411 UBS June 2014 Account name: Your II nandal Advisor: Friendly account name: SCOTT STACKMANLYLE CASRIEL Account number. Your assets Equitie
EFTA01278123_sub_001 - EFTA01278123_100
sor and Strategic Wealth Portfolio were converted in July and August. See your statement activity for details Member SIPC Value of your account UBS Strategic Advisor August 2014 illirlaraLL IRA NEW YORE NY 10065-7007 on July 31 (1) on August 29 (9) Your assets 56,929 89 57,033 30 Your liabilities 0.00
EFTA01307564_sub_001 - EFTA01307564_100
values n the Deport Account WY section of your December statement were misstated January statement values have been corrected Retirement Account UBS Strategic Advisor January 2019 GHISLAIN MAXWELL IRA Value of your account on December 31 (II on January 31 (1) Your assets 58,125 23 58,260 54 Your liabilitie

Ghislaine Maxwell
PersonBritish socialite and sex trafficker, daughter of Robert Maxwell, accomplice of Jeffrey Epstein

UBS AG
OrganizationSwiss multinational investment bank and financial services company

Stanford University
LocationPrivate research university in Stanford, California, USA
Bank USA
OrganizationBank USA subsidiary
UPS AG
OrganizationOrganization referenced in documents

George W. Bush
PersonPresident of the United States from 2001 to 2009
Weehawken
LocationCity in New Jersey

Puerto Rico
LocationUnincorporated territory of the United States of America

the Internal Revenue Service
OrganizationInternal Revenue Service (IRS), US government agency responsible for tax collection and enforcement

NEW YORK NY
LocationState of the United States of America
UBS Online Services
OrganizationOrganization referenced in documents
Meese
PersonNER artifact - OCR error or non-person text

Vicky Ward
PersonBritish investigative journalist

Condoleezza Rice
PersonAmerican diplomat and political scientist (born 1954)
Harbor Boulevard
LocationBoulevard in Florida
Doug Band
PersonAmerican presidential advisor
Russell 3000
OrganizationRussell 3000 U.S. stock market index
SCOTT STACK
OrganizationOrganization referenced in documents
Business Services
OrganizationOrganization referenced in documents
UBS Financial Services Inc.
OrganizationUBS Financial Services Inc., US subsidiary of Swiss banking giant UBS Group AG