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-   -   UBS Charter Card (https://www.flyertalk.com/forum/credit-card-programs/636299-ubs-charter-card.html)

csummers1 Dec 15, 2006 10:52 am

UBS Charter Card
 
Does anyone have this new high-end (i.e., "Centurion-like") card from UBS?

How do the benefits compare to Centurion or Chairman Card?

Thx,

mia Dec 15, 2006 11:38 am

There was a thread last September started by a UBS client, though this is not mentioned until the end of the discussion.

http://flyertalk.com/forum/showthread.php?t=601102


I read this press release to mean that Charter is not the name of a card, but rather an invitation-only benefit level for participants in "UBS Resource Card Program, which for the first time brings together both a UBS American Express® Card and a UBS Visa Signature® credit card"

http://www.ubs.com/1/e/media_overvie...0?newsId=97999


The other levels Select and Premier are explained here...

http://financialservicesinc.ubs.com/...EN3724,00.html

Kagehitokiri Dec 15, 2006 11:49 am

it was also discussed in recent threads, like the two chairman ones. a search would yield a lot of info.

drbond Jan 8, 2007 8:00 am

The levels are:
Select
Premier
Charter

drbond Feb 17, 2007 4:30 pm

Anyone recently seen a first year fee free for the Premier Card?

mlad1101 Dec 9, 2010 10:51 pm

If anyone is interested in the charter level cards/benefits(or lack thereof) just let me know. I was recently sent the 2010 member guide.

SirWilliam Dec 9, 2010 11:31 pm


Originally Posted by mlad1101 (Post 15418868)
If anyone is interested in the charter level cards/benefits(or lack thereof) just let me know. I was recently sent the 2010 member guide.

I am not so much interested in the card as I am interested in UBS. I am fed up with the BofA Merrill Lynch private bank nightmare and was wondering how you like UBS as a bank. What are the requirements to become a member?

mlad1101 Dec 10, 2010 3:24 pm


Originally Posted by SirWilliam (Post 15419045)
I am not so much interested in the card as I am interested in UBS. I am fed up with the BofA Merrill Lynch private bank nightmare and was wondering how you like UBS as a bank. What are the requirements to become a member?

I can't attest to the requirements for all of the levels but for Charter it is minimum of $5,000,000 invested with them. Maybe someone with experience can chime in about Select or Premier. I can't really give you a comparison of the two even though I used to use ML because my guy and his team moved from ML to UBS, so I've(very happily) been dealing with the same people at each.

SirWilliam Dec 10, 2010 4:29 pm


Originally Posted by mlad1101 (Post 15423536)
I can't attest to the requirements for all of the levels but for Charter it is minimum of $5,000,000 invested with them. Maybe someone with experience can chime in about Select or Premier. I can't really give you a comparison of the two even though I used to use ML because my guy and his team moved from ML to UBS, so I've(very happily) been dealing with the same people at each.

The Private Bank at BofA is also $5,000,000 minimum. Is the Charter the highest or the lowest level?

mlad1101 Dec 11, 2010 8:46 pm


Originally Posted by SirWilliam (Post 15423883)
The Private Bank at BofA is also $5,000,000 minimum. Is the Charter the highest or the lowest level?

Charter is highest. It goes Select, Premier, Charter.

TommyC80 Jan 28, 2011 7:28 am


Originally Posted by mlad1101 (Post 15423536)
I can't attest to the requirements for all of the levels but for Charter it is minimum of $5,000,000 invested with them. Maybe someone with experience can chime in about Select or Premier. I can't really give you a comparison of the two even though I used to use ML because my guy and his team moved from ML to UBS, so I've(very happily) been dealing with the same people at each.

It is typically $5,000,000 but if you're under that your financial advisor can probably get you approved for Charter if you ask.

jsocpa Jan 28, 2011 11:22 am

Could someone provide a synopsis of the Charter card benefits? Would be much appreciated. Thanks

2tall4economy Oct 8, 2011 5:51 am

would be curious too. They just switched their program to new cards; not sure if the 3rd tier still exists (but then again, I just might not have enough invested with them for them to deem me worthy).


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