Thinking Sustainable!
This product is available in an ESG (Environmental, Social, Governance) version.
Unlike the traditional investment fund savings plan, the capital will be deposited in one go and then invested gradually in the financial markets by our managers.
Designed to help you face the future with confidence and reap the benefits of your own savings, unrestricted pension plan (pillar 3b) or purchases of pension capital (pension fund, restricted pension plan pillar 3a), with a single initial payment.
The cash in the dedicated investment account will benefit from the PREMIUM interest rate of Life Benefit, 1.00% p.a. (the interest rate can be adjusted over time) until the contract expires.
Benefits
Conditions
| Initial deposit | From CHF / EUR 12'000 |
| Frequency | Monthly |
| Minimum investment per period | From CHF / EUR 500 |
| Term | Unlimited, minimum 2 years |
| Account interest rate | 1.00% p.a. |
| Account maintenance, tax and year-end statement |
Free of charge |
| Early dissolution of the contract subject to penalty | Amount of residual cash multiplied by the Life Benefit Premium rate (penalty of CHF 100.-- if made within one year of signing the contract) |
You can contact our call centre between 8 a.m. and 5.30 p.m. Monday to Friday on 00800 800 767 76 (calls from Switzerland are free).
Alternatively, you can use our contact request forms.
