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Legacy Elem Charter School Awards Financial Services Contract to UBS (August 2026)

Legacy Elem Charter School
Approved
Aug 3, 2026
Term
2026-2027 school year
Renews
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The 30-second brief

What it covers

Legacy Charter School approved authorized signers for its UBS Investment Account for the 2026-2027 school year. Board members also discussed developing a formal investment strategy focused on investment objectives and capital preservation.

Who holds it

UBS holds this financial services contract with Legacy Elem Charter School. Its other public contracts on record include work for Los Osos Community Services District and University of Hawaii Board of Regents | State of Hawaii.

What happens next

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Contract details

Contract type
Financial Services
Document date
August 3, 2026
Term
2026-2027 school year
Renews
On record
Vendor
UBS
Agency
Legacy Elem Charter School
Source document
Legacy Charter School Minutes Board Meeting August 3, 2026 (Minutes)

UBS's other public contracts

Los Osos Community Services District, CaliforniaUBS Attends District Billing Software Conference · Nov 3, 2026UndisclosedUniversity of Hawaii Board of Regents | State of Hawaii, HawaiiUBS Reports on UH Legacy Endowment Performance · Nov 3, 2026UndisclosedSanta Fe County, New MexicoCommittee to Review UBS Certificates Of Deposit · Nov 3, 2026UndisclosedCity of Sachse city, TexasSachse Adds UBS as Authorized Investment Broker · Nov 2, 2026UndisclosedCity of Norwich, ConnecticutPersonnel Board Schedules UBS Investment Review · Oct 20, 2026UndisclosedAll UBS contractsVendor profile

More Legacy Elem Charter School contracts

Fifth Third BankLegacy Approves Fifth Third Bank Account Signers · Aug 3, 2026CVICVI Completes Plans for Legacy North Lot Project · Aug 3, 2026UndisclosedAll Legacy Elem Charter School activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Legacy Elem Charter School?

UBS was awarded this financial services contract by Legacy Elem Charter School, as recorded on August 3, 2026.

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 Legacy Charter School Minutes Board Meeting August 3, 2026 (Minutes), dated August 3, 2026 from Legacy Elem Charter School. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does UBS hold?

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

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What is Legacy Elem Charter School currently buying?

Explore Legacy Elem Charter School's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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