Investment Accounts Documents

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Investment Accounts

Charles Schwab Designated Beneficiary Plan Agreement

This document is the Charles Schwab Designated Beneficiary Plan Agreement. It contains instructions and important information regarding investment accounts. Users can designate beneficiaries and make changes or revocations as needed.

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Investment Accounts

Transfer Between Existing Fidelity Accounts Form

This form is used to transfer assets between existing Fidelity accounts. It is not for changing account registrations. Ensure the form is properly filled out to avoid processing delays.

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Investment Accounts

UBS Trigger Autocallable Contingent Yield Notes

The document provides detailed information about UBS' Trigger Autocallable Contingent Yield Notes with Memory Interest, linked to Airbnb's common stock and due April 1, 2024. It outlines the investment description, features, key dates, risks, and suitability considerations for potential investors. Additionally, it includes instructions about obtaining further information and making an investment decision.