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  1. Important Note: FINRA, one of the U.S. broker dealer regulators, is enacting a new rule that requires all transactions in a brokerage account be reported to FINRA CAT with a unique identifier. That identifier must be a government issued number (FTIN, Driver s License Number, Passport Number, Other Government-issued ID). The compliance date for this regulation is May 31, 2024. If you are outside the United States and unable to supply your identifier upon website login once the functionality is enabled (which will be prior to May 31, 2024), you may contact the UBS Service Center for any account assistance, access to account documentation and for any CAT related questions.
  1. FIND THE POWER BEHIND YOUR EQUITY AWARDS The equity awards in your UBS account are a powerful tool; not just a benefit from your employer, but a critical piece of your financial future. They offer the potential to help fulfill your lifegoals. Look to UBS, your equity plan service provider, for the right information and, for participants in the U.S. and in many countries throughout the world, access to advice about your equity awards.
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