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Vested Benefits Safekeeping Account

You’ll enjoy higher-return opportunities with our Vested benefits safekeeping account – 2nd pillar. We'll develop a solution together with you that will enable you to profitably invest your 2nd pillar vested benefits in securities.

Opportunity for higher long-run returns

Large product selection

No additional commissions besides the all-in-fee*

Sustainable pension solutions

Vested Benefits Safekeeping Account

Vested Benefits Safekeeping Account

Selection

We provide a broad spectrum of actively managed and indexed securities solutions.
You can choose from among nine investment groups in our CSA Mixta-BVG product range.
 

Opportunities

We have investment groups for every risk profile and investment horizon.
Our securities solutions put the opportunity for higher returns within your grasp.
 

Sustainable pension provision with attractive potential returns

Sustainable pension provision with attractive potential returns

The actively managed securities solutions (with the exception of the CSA Mixta-BVG Basic investment group) have a focus on sustainability. When assessing the sustainability of an investment, we apply the ESG criteria widely used in the financial sector. In practice, ESG criteria have been shown to be a key indicator of a company's long-term quality. ESG stands for environmental, social, and governance. By choosing the ESG-aligned CSA Mixta-BVG investment groups for your pension provision, you are not only contributing to the well-being of future generations, but you are also able to benefit from higher potential returns. 

Select Your Investment Group

CSA Mixta-BVG Basic

CSA Mixta-BVG Basic

(security no. 1486149)

 

30% mortgages
38% bonds
27% real estate
5% money market

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CSA Mixta-BVG Defensiv

CSA Mixta-BVG Defensiv

(security no. 788833)

 

25% shares
59% bonds
11% real estate
5% money market

 

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CSA Mixta-BVG

CSA Mixta-BVG         

(security no. 287570)

 

35% shares
51% bonds
9% real estate
5% money market
 

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CSA Mixta-BVG Maxi

CSA Mixta-BVG Maxi

(security no. 888066)

 

45% shares
43% bonds
7% real estate
5% money market

 

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CSA Mixta-BVG Equity 75

CSA Mixta-BVG Equity 75

(in accordance with BVV 2 – equity component exceeded)

(security no. 38261482)

 

75% shares
10% bonds
10% real estate
5% money market

 

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CSA Mixta-BVG Index 25

CSA Mixta-BVG Index 25

(security no. 11520271)

 

25% shares
70% bonds
5% real estate
 

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CSA Mixta-BVG Index 35

CSA Mixta-BVG Index 35

(security no. 11520273)

 

35% shares
60% bonds
5% real estate
 

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CSA Mixta-BVG Index 45

CSA Mixta-BVG Index 45

(security no. 10382676)

 

45% shares
50% bonds
5% real estate

 

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CSA Mixta-BVG Index 75

CSA Mixta-BVG Index 75

(in accordance with BVV 2 - equity component exceeded)

(security no. 38261472)

 

75% shares
20% bonds
5% real estate

 

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Possible Risks

Unlike a regular account solution, securities investments entail possible risks.

3 Easy Steps to Sign up for a Vested Benefits Safekeeping Account

Sign up online for a new Vested benefits safekeeping account – 2nd pillar. It’s easy!

01

Open the form

Open the online form by clicking "Order now".

02

Enter details

Enter your details in the form and state that you want to receive documents for a 2nd pillar vested benefits safekeeping account.

03

Use the safekeeping account

You’ll receive all the documents in the mail. Once you’ve signed the documents and returned them to us, you’ll be able to use your new 2nd pillar vested benefits safekeeping account with Credit Suisse.

Account or Safekeeping Account. Your Benefits

The choice is yours. Choose our 2nd pillar vested benefits account for maximum security – or our 2nd pillar vested benefits safekeeping account for higher return opportunities.

Safekeeping account

  • Attractive return opportunities
  • No extra safekeeping fees, issuing or redemption commissions other than the all-in fee*
  • Large product selection

*The all-in fee relates only to the investment group concerned. Investments in investment groups require a Vested benefits account. An account fee of CHF 9 per quarter will be charged for each Vested benefits account.