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Pillar 3a & vested benefits
Our partner's Pillar 3a solution gives you flexible retirement savings and investment options
We help you choose from one of the largest investment universes on the Swiss market for pillar 3a and vested benefits.
We will assist you personally in defining the long-term investment strategy for your pension plans and selecting investment funds.
Secure your future through tax-efficient investing with long-term growth, insurance, and full flexibility
1. Annual tax savings for maximum financial freedom
2. Free insurance coverage for maximum security
3. Tailored investment strategies for optimal returns
4. 0.6% interest p.a. for consistent wealth accumulation
Costs are structured as follows and depend on three factors:
1
advisory intensity
2
product selection
3
custody fees
Basic
0.25% | 0.64%
/year
Suitable for passive investors without regular rebalancing need
Initial costs one-off
0.25%
Annual advisory fee
0.15%
Annual product fees*
0.25%
Annual custody fees*
0.24%
Total costs one-off:
0.25%
Annually:
0.64%
*Product and custody fees are based on average costs
Mid
0.25% | 0.79%
/year
Ideal for those who want moderate personalization and regular check-ins
Initial costs one-off
0.25%
Annual advisory fee
0.30%
Annual product fees*
0.25%
Annual custody fees*
0.24%
Total costs one-off:
0.25%
Annually:
0.79%
*Product and custody fees are based on average costs
Premium
0.25% | 0.99%
/year
Best for investors with tailored strategies and active rebalancing needs
Initial costs one-off
0.25%
Annual advisory fee
0.50%
Annual product fees*
0.25%
Annual custody fees*
0.24%
Total costs one-off:
0.25%
Annually:
0.99%
*Product and custody fees are based on average costs
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