Identity area
Reference code
Title
Date(s)
- 1973-2009 (Creation)
Level of description
Extent and medium
0.15 linear metres and 2 CDs.
Context area
Name of creator
Biographical history
UBS Global Asset Management is the business division of UBS, a global firm providing financial services to private clients, corporations and institutions. This collection comprises of publications produced by Phillips and Drew, a brokerage company established in 1895 which became a subsidiary of UBS in 1985.
Phillips and Drew were based in London, and although UBS are an international firm they retain offices in Lombard Street, London.
Source of information: www.ubs.com [accessed 6 Jun 2011].
Repository
Archival history
GB 0074 LMA/4586 1973-2009 Collection 0.15 linear metres and 2 CDs. UBS Global Asset Management
Phillips and Drew , brokerage company
UBS Global Asset Management is the business division of UBS, a global firm providing financial services to private clients, corporations and institutions. This collection comprises of publications produced by Phillips and Drew, a brokerage company established in 1895 which became a subsidiary of UBS in 1985.
Phillips and Drew were based in London, and although UBS are an international firm they retain offices in Lombard Street, London.
Source of information: www.ubs.com [accessed 6 Jun 2011].
Records deposited in 2008.
The collection consists of copies of Pension Fund Indicators (1994-2009 in hard copy, 1973-2008 in PDF format) and the annual Surveys of Investment Management Arrangements (1993-2000 in hard copy, 1990-2000 in PDF format). The PDF documents are currently held on 2 CDs.
Series are arranged and numbered by publication date: this numbering system has been applied consistently across both formats.
LMA/4586/01-Pension Fund Indicators; LMA/4586/02-Surveys of Investment Management Arrangements.
These records are available for public inspection, although records containing personal information are subject to access restrictions under the UK Data Protection Act, 1998.
Copyright to this collection rests with the depositor.
English
Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm
This collection forms part of the Pensions Archive.
Compiled in compliance with General International Standard Archival Description, ISAD(G), second edition, 2000; National Council on Archives Rules for the Construction of Personal, Place and Corporate Names, 1997.
Records prepared May to September 2011. Finance Investment Enterprises Companies Investment companies Service industries Financial service industries Pension services Pensions Social security Social services UBS , Global Asset Management Phillips and Drew , brokerage company
Immediate source of acquisition or transfer
Records deposited in 2008.
Content and structure area
Scope and content
The collection consists of copies of Pension Fund Indicators (1994-2009 in hard copy, 1973-2008 in PDF format) and the annual Surveys of Investment Management Arrangements (1993-2000 in hard copy, 1990-2000 in PDF format). The PDF documents are currently held on 2 CDs.
Series are arranged and numbered by publication date: this numbering system has been applied consistently across both formats.
Appraisal, destruction and scheduling
Accruals
System of arrangement
LMA/4586/01-Pension Fund Indicators; LMA/4586/02-Surveys of Investment Management Arrangements.
Conditions of access and use area
Conditions governing access
These records are available for public inspection, although records containing personal information are subject to access restrictions under the UK Data Protection Act, 1998.
Conditions governing reproduction
Copyright to this collection rests with the depositor.
Language of material
- English
Script of material
- Latin
Language and script notes
English
Physical characteristics and technical requirements
This collection forms part of the Pensions Archive.
Finding aids
Please see online catalogues at: http://search.lma.gov.uk/opac_lma/index.htm
Allied materials area
Existence and location of originals
Existence and location of copies
Related units of description
Notes area
Alternative identifier(s)
Access points
Subject access points
Place access points
Name access points
Genre access points
Description control area
Description identifier
Institution identifier
Rules and/or conventions used
Compiled in compliance with General International Standard Archival Description, ISAD(G), second edition, 2000; National Council on Archives Rules for the Construction of Personal, Place and Corporate Names, 1997.
Status
Level of detail
Dates of creation revision deletion
Language(s)
- English