CONTRACTDISCUSSSED

UBS Financial Presents CD and Bond Options to Board

Disclosed value: $200/year fee; minimum $1,000 per CD; From minutes
Document date: Oct 9, 2024

What it covers

Ron from UBS Financial briefed the Winton Cemetery District on CD and bond investment options, including a $1,000 minimum per CD and a $200 annual fee. The board directed staff to investigate withdrawing funds from the contract sales account but did not approve any UBS transactions at this meeting.

Who holds it

Ubs Financial holds this financial services contract with Winton Cemetery District. Its other public contracts on record include work for Florence Independent School District and Judson Independent School District.

What happens next

Term as filed: CD terms vary; longer terms receive higher interest rates.

See who signed off on this contract.

See who signed off

Free account · 30-second setup · No credit card

Contract details

Contract type: Financial Services
Amount: $200/year fee; minimum $1,000 per CD
Document date: October 9, 2024
Term: CD terms vary; longer terms receive higher interest rates
Vendor: Ubs Financial
Agency: Winton Cemetery District
Source document: Winton Cemetery District Board Meeting Minutes October 2024 (Minutes)

Ubs Financial's other public contracts

Florence Independent School District, TexasFlorence ISD Approves UBS Financial Broker List · Oct 19, 2026Undisclosed Judson Independent School District, TexasJudson ISD Approves UBS Financial as Broker · Oct 13, 2026Undisclosed Belton Independent School District, TexasDistrict Approves UBS Financial Broker Status · Sep 21, 2026Undisclosed Jeff Davis County, TexasUBS Financial Appears in County Budget · Sep 8, 2026Undisclosed Denton Independent School District, TexasUBS Financial Approved As Investment Broker · Aug 25, 2026Undisclosed All Ubs Financial contractsVendor profile

More Winton Cemetery District contracts

Merced County Auditor ControllerCemetery District Reviews County Auditor Services Contract · Oct 11, 2026Undisclosed Ameriprise InvestmentsAmeriPrise Investments Presentation Scheduled · Sep 9, 2026Undisclosed Scanning Service QuoteScanning Service Quote Referenced · Sep 9, 2026Undisclosed GSRMAAnnual Review of GSRMA Listed · Sep 9, 2026Undisclosed Ameriprise InvestmentsWinton Cemetery Approves AmeriPrise Investment Trades · Sep 9, 2026Undisclosed All Winton Cemetery District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Winton Cemetery District?

Ubs Financial was awarded this financial services contract by Winton Cemetery District, as recorded on October 9, 2024. The contract value is $200/year fee; minimum $1,000 per CD.

How much is the Ubs Financial contract with Winton Cemetery District worth?

The Ubs Financial contract with Winton Cemetery District is valued at $200/year fee; minimum $1,000 per CD, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Winton Cemetery District Board Meeting Minutes October 2024 (Minutes), dated October 9, 2024 from Winton Cemetery District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

Show 2 more questions

What other contracts does Ubs Financial hold?

Ubs Financial may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is Winton Cemetery District currently buying?

Explore Winton Cemetery District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

Work in government? Get Civic IQ free →

More Winton Cemetery District contracts →Browse all agencies in California →