Alternative Investments Reference Card

UBS Alternative Investments Reference Card Material delivery and e-signature using UBS Online Services Getting started The Alt Investment Tool can be used to view fund material selected by your Financial Advisor as well as view and electronically sign Investor Applications. Access the Alt Investment Tool from your UBS Online Services (OLS) account as follows: 1. Login to OLS• 2. Click the Accounts tab, then click the Alt Investment Tool tab (See Figure A) • This will bring you to the Current tab which displays all of your Investor Applications (See Figure A) To view your historical electronic Investor Applications, click the History tab (See Figure A) • To view your fund materials, dick the Fund Materials tab (See Figure A) Viewing your fund materials Your Financial Advisor can send electronic material on private placement funds to your OLS account. You can access the material as follows: 1. Access the Alt Investment Tool from your UBS Online Services (OLS) account