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Credit Suisse WM APAC app. Life on your own terms.

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Digital copies of the following documents are available for viewing under the "eDocuments" section of the Credit Suisse WM APAC app.

How long are the eDocuments available via the App?

For accounts booked in Australia, Hong Kong or Singapore:

  • 7 years of history for Standard Investment Reports (SIR) and Statement of Current Account (SCA)
  • 2 years of history for other documents

For accounts booked in Japan, only documents after 20 Jul 2022 are available.

Documents available within the Credit Suisse WM APAC app for UBS AG branches:

  • Bond Options
  • Collar Options
  • Confirmation of Contact Details
  • Confirmation letter for Application of Credit Facility
  • Corporate Actions Notifications (including EU SRD II additions)
  • Corporate Action Confirmations
  • Credit Management
  • CS WM APAC Activity Notification
  • Divestment Rationale Confirmation
  • Equity Knock Out Discount Accumulator (KODAs)
  • Equity Options
  • Fees and Charges
  • Fee Setup Confirmation
  • Foreign Exchange
  • Foreign Exchange Options
  • Foreign Exchange Structured Investments (FINER Revexus)
  • Fund Transfers
  • Investment Rationale Confirmation
  • Loans
  • Miscellaneous
  • Miscellaneous Client Correspondences
  • Non-deliverable Forward (NDFs)
  • Private Equity
  • Ratio Knock-out Forward (RKOFs)
  • Risk Mismatch Investment Rationale Confirmation
  • Schedule of Charges
  • Securities
  • Securities Lending & Borrowing
  • Securities Lending Welcome Letter
  • Statement of Current Account (SCA)
  • Standard investment Report (SIR)
  • Strip of Options
  • Target Accrual Redemption Forwards (TARFs)
  • Tax Report
  • Terms Deposits
  • Transaction Advices
  • Bond Options
  • Collar Options
  • Confirmation of Contact Details
  • Confirmation letter for Application of Credit Facility
  • Corporate Actions Notifications (including EU SRD II additions)
  • Corporate Action Confirmations
  • Credit Management
  • Credit Note
  • CS WM APAC Activity Notification
  • Divestment Rationale Confirmation
  • Equity Knock Out Discount Accumulator (KODAs)
  • Equity Options
  • Fees and Charges
  • Fee Setup Confirmation
  • Foreign Exchange
  • Foreign Exchange Options
  • Foreign Exchange Structured Investments (FINER Revexus)
  • Fund Transfers
  • Investment Rationale Confirmation
  • Loans
  • Miscellaneous
  • Miscellaneous Client Correspondences
  • Non-deliverable Forward (NDFs)
  • Private Equity
  • Ratio Knock-out Forward (RKOFs)
  • Risk Mismatch Investment Rationale Confirmation
  • Schedule of Charges
  • Securities
  • Securities Lending & Borrowing
  • Securities Lending Welcome Letter
  • Statement of Current Account (SCA)
  • Standard investment Report (SIR)
  • Strip of Options
  • Target Accrual Redemption Forwards (TARFs)
  • Tax Invoice
  • Tax Report
  • Terms Deposits
  • Transaction Advices
  • Confirmation of Contact Details
  • Corporate Actions Notifications (including EU SRD II additions)
  • Corporate Action Confirmations
  • Credit Management
  • CS WM APAC Activity Notification
  • Fees and Charges
  • Foreign Exchange
  • Foreign Exchange Options
  • Foreign Exchange Structured Investments (FINER Revexus)
  • Fund Transfers
  • Investment Rationale Confirmation
  • Loan Statement
  • Loans
  • Miscellaneous
  • Miscellaneous Client Correspondences
  • Private Equity
  • Securities
  • Securities Lending & Borrowing
  • Securities Lending Welcome Letter
  • Statement of Current Account (SCA)
  • Standard investment Report (SIR)
  • Tax Report
  • Terms Deposits
  • Transaction Advices
  • Confirmation of Contact Details
  • HICO Transaction Advices - Japan Limited (JL)
  • HICO Transaction Advices - Tokyo Branch (TB)
  • Investment Rationale Confirmation
  • Standard investment Report (SIR)
  • Transaction Advices - Japan Limited (JL)
  • Transaction Advices - Tokyo Branch (TB)

Documents available within the Credit Suisse  WM APAC app for UBS AG branches:

  • Hong Kong

  • Singapore

  • Australia

  • Tokyo

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