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UBS SA���ʴ�ı Switzerland AG and its supervisory authority

UBS SA���ʴ�ı Switzerland AG is a wholly owned subsidiary of UBS Group AG and is supervised by the Swiss Financial Market Supervisory Authority (FINMA).

Contact FINMA
Swiss Financial Market Supervisory Authority FINMA
Laupenstrasse 27
3003 Bern
Phone: +41 (0)31 327 91 00
Finma contact:��

Ombudsman's office

Ensuring the satisfaction of our clients is our priority. Should we fail to fully meet your expectations, please contact us, so that we can find a way to resolve the issue together. If we are still unable to resolve the issue, you can contact the OFD, a neutral and inexpensive or free information and mediation office. As a general rule, the ombudsman only intervenes after UBS SA���ʴ�ı received and responded to a written client complaint.

Verein Ombudsstelle
Finanzdienstleister (OFD)
Bleicherweg 10
CH-8002 Zürich

Phone +41 (0)44 562 05 25
E-Mail: ombudsmann@ofdl.ch

Website:

Risk Brochure����/ / /

FIDLEG Info Sheet:EN��/ DE / FR / IT

Client Classification Change form (Opt-in / Opt-out):EN / DE / FR / IT

Relevant for

UBS AG
Bahnhofstrasse 45, CH-8001 Zürich��
Aeschenvorstadt 1, CH-4002 Basel

UBS SA���ʴ�ı Switzerland AG
Europaallee 21, CH-8004 Zürich

The EU Sustainable Finance Disclosure Regulation (SFDR) aims to enhance transparency and promote sustainable investment practices. UBS has developed a comprehensive approach to comply with SFDR, integrating sustainability risks in the investment decisions process. Here you can find an overview of UBS SA���ʴ�ı’s implementation of SFDR.

The sustainability-related disclosures in the financial services sector (EU 2019/2088) requires UBS SA���ʴ�ı to make certain disclosures on our policies and procedures as well as on the financial products that we offer. Here you can find an overview of these disclosures.

Sustainability risk policy & principle adverse impacts

Below we provide information on how we integrate sustainability risks into the investment process and how we consider principle adverse impacts including due diligence policies, engagement policies & adherence to responsible business codes:

Remuneration policy

Our policy on the integration of sustainability risks into our remuneration process is at UBS Group level, you can find this policy below:

For details on which specific UBS AM entities are subject to SFDR, the extent to which and how they have adopted such policies and procedures please click��here.

According to the requirements under the Art. 10 SFDR, the financial market participants are required to disclose the information on website for products (including mandates) in scope of Art.8 and Art. 9. Due to the nature of our discretionary mandate offering, which is based on providing tailor-made solutions to our clients, specific information can be found in the Investment Management or Advisory agreement.

However, for further information related to information on the description of the environmental or social characteristics, methodologies used to assess, measure and monitor the environmental or social characteristics or the impact of the sustainable investments selected for the financial product, please refer to the UBS AM Sustainable Investment Policy, and for ESG information on fund level please visit:

The European Union has introduced the EU ESG Ratings Regulation ((EU) 2024/3005), a harmonised framework designed to enhance the transparency, integrity, reliability, and comparability of ESG ratings used within the EU. The Regulation establishes requirements for how ESG ratings are produced, governed and disclosed, with the objective of enabling users — including investors — to better understand what ESG ratings measure, how they are constructed and for which purposes they are used.

UBS SA���ʴ�ı (UBS AM) develops and uses certain proprietary ESG ratings as part of regulated products and services, where ESG considerations form an integral element of the investment process. As an EU‑regulated financial undertaking, UBS AM may rely on the exemption under Article 2(2)(c) of the EU ESG Ratings Regulation. This means that UBS AM is not subject to the full regime applicable to standalone ESG rating providers, provided that the relevant methodology and transparency disclosures are made publicly available.

This webpage sets out the mandatory disclosures relating to UBS AM proprietary ESG ratings, in line with the EU ESG Ratings Regulation. The information is intended to provide clear insight into the objectives, methodologies, data sources, scope, and limitations of the ESG ratings disclosed in UBS AM marketing communications and product materials.*

*Pursuant to the EU ESG Ratings Regulation, which becomes applicable from 2 July 2026, the ESG ratings disclosures will be published and made publicly available on this webpage from that date.