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Private Wealth Management is a division within UBS Financial Services Inc., which is a subsidiary of UBS AG.Īccolades are independently determined and awarded by their respective publications. You can ask us to review your brokerage account and provide you with investment recommendations at any time. Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. is also registered as a Futures Commission Merchant (FCM) with the U.S. Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Please consult with your tax and legal advisors regarding your personal circumstances. For more information, please review the PDF document at ubs.com/relationshipsummary. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you.
A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Īs a firm providing wealth management services to clients, UBS Financial Services Inc. Please consult the sales restrictions relating to the service in question for further information. The Conservation Bank is now selling mitigation credits to parties that impact habitat for CTS and western spadefoot toad.Products and services mentioned on these web pages may not be available for residents of certain nations. The owner and Conservation Land Group then began working closely with the Land Trust, the local community, and federal and state wildlife agencies to obtain certification of the Conservation Bank. Rancho Purisima, LLC acquired the 2,800-acre La Purisima Ranch in early 2012 in order to pursue a conservationeffort to protect a number of threatened and endangered species that occur on the property. The Bank completed its first credit sale of 69 acres to the City of Santa Maria, which had needed California Tiger Salamander (CTS) mitigation for several years. For example, instead of onsite mitigation for the impacts created by a project, the project proponent can instead purchase mitigation credits from the conservation bank since that land is protected as habitat in perpetuity by the Conservation Bank and easement. La Purisima Conservation Bank, the first of its kind in Santa Barbara County, provides a mechanism for local developers, county, state and federal agencies, utilities and energy producers to mitigate their impacts to habitat of the included species, as required by law. The Conservation Bank, along with the conservation easement being held by the Land Trust, will provide permanent protection to 853 acres of critically important grasslands and oak woodlands within the Purisima Hills near Lompoc. In July 2014, the Land Trust for Santa Barbara County, Conservation Land Group, and Rancho Purisima, LLC announced that the California Department of Fish and Wildlife and the US Fish and Wildlife Service have formally approved the La Purisima Conservation Bank in northern Santa Barbara County.