EFTA00236152.pdf

UBS June 18, 2014 UBS Financial Services, Inc. 299 Park Avenue 25th Floor New York NY 10171-0002 ubs.com/fs Confirmation Confirmation: Your UBS Investment Advisory program enrollment Verification We are pleased to confirm your recent enrollment in the following UBS Financial Services Inc. Investment Advisory program. Account Investment Advisory Program UBS Strategic Advisor UBS Strategic Advisor UBS Strategic Advisor UBS Strategic Advisor UBS Strategic Advisor UBS Strategic Advisor Why this is important This Investment Advisory Account package provides you with important information about the program. Please retain these documents for future reference as they contain important information if you decide to add services or open new advisory accounts with our Firm. Questions If you havequestions or chap es are required, please contact your Financial Advisors, Scott Stackman I Lyle Casriel, at UBS Financial Sevices Inc. is a subsidiary of UBS AG. Package ID: 0105921652 - 0001 CONFIDENTIAL UBSTERRAMAR00000446 EFTA00236152 Package ID: 0105921652 - 0002 CONFIDENTIAL UBSTERRAMAR00000447 EFTA00236153 UBS Confirmation Confirmation of enrollment Account type raditional IRA - Sole Owner - UBS Strategic Advisor Account profile Investment Objectives: Capital Appreciation and Current Income Investment Time Horizon: 7 - 10 years Risk/Return Objectives: Moderate Fluctuations, Moderate Returns Risk Tolerance: Moderate Risk/ Moderate Short Term Cash Needed: No Portion Of Investable Assets: 41-60% Account Profile: Moderate Investment elections Initial Investment: $57,156.65 Fees Annual Fee Rate: Fee Collection Method: Preferences E-Delivery of Shareholder Communication: 0.50% Direct Debit Package ID: 0105921652 - 0003 CONFIDENTIAL UBSTERRAMAR00000448 EFTA00236154 Confirmation of enrollment Account type RMA Domestic - Sole Owner - UBS Strategic Advisor Account profile Investment Objectives: Investment Time Horizon: Risk/Return Objectives: Risk Tolerance: Short Term Cash Needed: Portion Of Investable Assets: Account Profile: Investment elections Initial Investment: Fees Annual Fee Rate: Fee Collection Method: Preferences E-Delivery of Shareholder Communication: Principal Trading: Capital Appreciation and Current Income 7- 10 years Higher Fluctuations, Higher Returns Moderately High Risk/Moderate Aggressive No 41-60% Moderate 52,030,882.87 0.50% Direct Debit Yes Package ID: 0105921652 - 0004 CONFIDENTIAL UBSTERRAMAR00000449 EFTA00236155 Confirmation of enrollment Account type RMA Domestic - Sole Owner - UBS Strategic Advisor Account profile Investment Objectives: Investment Time Horizon: Risk/Return Objectives: Risk Tolerance: Short Term Cash Needed: Portion Of Investable Assets: Account Profile: Investment elections Initial Investment: Fees Annual Fee Rate: Fee Collection Method: Preferences E-Delivery of Shareholder Communication: Principal Trading: Capital Appreciation and Current Income 7- 10 years Higher Fluctuations, Higher Returns Moderately High Risk/Moderate Aggressive No 41-60% Moderate 52,084,954.02 0.50% Direct Debit Yes Package ID: 0105921652 - 0005 CONFIDENTIAL UBSTERRAMAR00000450 EFTA00236156 Confirmation of enrollment Account type RMA Domestic - Sole Owner - UBS Strategic Advisor Account profile Investment Objectives: Investment Time Horizon: Risk/Return Objectives: Risk Tolerance: Short Term Cash Needed: Portion Of Investable Assets: Account Profile: Investment elections Initial Investment: Fees Annual Fee Rate: Fee Collection Method: Preferences E-Delivery of Shareholder Communication: Principal Trading: Capital Appreciation and Current Income 7- 10 years Moderate Fluctuations, Moderate Returns Moderately High Risk/Moderate Aggressive No 41-60% Moderate $1,677,732.32 0.50% Direct Debit Yes Package ID: 0105921652 - 0006 CONFIDENTIAL UBSTERRAMAR00000451 EFTA00236157 Confirmation of enrollment Account type RMA Domestic - Sole Owner - UBS Strategic Advisor Account profile Investment Objectives: Investment Time Horizon: Risk/Return Objectives: Risk Tolerance: Short Term Cash Needed: Portion Of Investable Assets: Account Profile: Investment elections Initial Investment: Fees Annual Fee Rate: Fee Collection Method: Preferences E-Delivery of Shareholder Communication: Principal Trading: Capital Appreciation and Current Income 7- 10 years Higher Fluctuations, Higher Returns Moderately High Risk/Moderate Aggressive No 41-60% Moderate $1,073,663.20 0.50% Direct Debit Yes Package ID: 0105921652 - 0007 CONFIDENTIAL UBSTERRAMAR00000452 EFTA00236158 Package ID: 0105921652 - 0008 E CONFIDENTIAL UBSTERRAMAR00000453 EFTA00236159