UBS retirement plans

UBS 401(k) Plan

UBS Puerto Rico 401(k) Plan

Credit Suisse 401(k) Plan

Self-Directed Brokerage

Account Access

UBS 401(k) Plan

UBS Puerto Rico 401(k) Plan

Credit Suisse 401(k) Plan

Self-Directed Brokerage

Account Access

Investing involves risk, including risk of loss.

This site and associated content provide only a summary of the main features of the Plan and the Plan document will govern in the event of any discrepancies.

The timing of the Plan changes and move period described depends upon the timing and accuracy of a variety of factors that may include the transfer of data, receipt of instructions, and receipt of assets. Changes in any of these factors may result in changes to the timing of the delivery of services, the move period, and/or the dates on which, and thus the prices at which, assets in your account are sold and/or reinvested.

The Plan is intended to be a participant-directed plan as described in Section 404(c) of ERISA, which means that fiduciaries of the Plan are ordinarily relieved of liability for any losses that are the direct and necessary result of investment instructions given by a participant or beneficiary.

BrokerageLink includes investments beyond those in your Plan’s lineup. You should compare investments and share classes that are available in your Plan’s lineup with those available through BrokerageLink, and determine the available investment and share class that is appropriate for your situation. The Plan fiduciary neither evaluates nor monitors the investments available through BrokerageLink. It is your responsibility to ensure that the investments you select are suitable for your situation, including your goals, time horizon, and risk tolerance.

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The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.

A link to third-party material is included for your convenience. The content owner is not affiliated with Fidelity and is solely responsible for the information and services it provides. Fidelity disclaims any liability arising from your use of such information or services. Review the new site's terms, conditions, and privacy policy, as they will be different from those of Fidelity's sites.

Fidelity and the Fidelity Investments logo are registered service marks of FMR LLC.

If you wish to receive a printed copy of the document(s) free of charge, please contact your employer or call the UBS 401(k) Service Center at Fidelity at 800-588-6200.

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