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Ubs bank transfer document 2026

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The document is a Transfer Form for UBS Global Asset Management (Australia) Limited, used to facilitate the transfer of investment units between sellers and buyers. It requires detailed information from both parties, including personal details, investment specifics, and signatures. Additionally, it includes disclaimers regarding facsimile instructions and privacy policies related to the handling of personal information.

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Click ‘Get Form’ to open the UBS bank transfer document in the editor.
Begin by filling in the Seller(s) details. Enter your Investor Number, Title, First name(s), Surname, and any applicable Company/Trustee/Executor Name(s). Don’t forget to include your Daytime Phone Number and Email Address.
Next, provide the Buyer(s) details. If you are not an existing unit holder, ensure you complete an Application Form from the relevant Product Disclosure Statement. Fill in similar fields as for the Seller(s), including Postal address if it differs from records.
In the Investment details section, specify the Fund and the number of Units being transferred.
Finally, both Seller(s) and Buyer(s) must sign and date the form in the Signatures section to validate the transfer.

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