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Pension Securities Account – 3rd Pillar

Pension Securities Account - 3rd Pillar

With a Pension securities account – 3rd pillar from Credit Suisse, you’ll be able to maintain your current standard of living after retirement. Make more of your private provision. That’s what really matters.

Opportunity for higher long-term returns

Large product selection

Sustainable pension solutions

Pension Securities Account – 3rd Pillar

Now is time for later. Find out more about Saving with securities – 3rd pillar. The positive performance of our third pillar securities solutions speaks for itself.

Pension Securities Account – 3rd Pillar

Selection

We provide a broad spectrum of actively managed and indexed securities solutions. With our CSA Mixta-BVG product range, you have many different investment groups to choose from.

Tax advantages

Deduct the full amount of the annual savings contributions from your taxable income up to the statutory contribution limit. You won't have to pay any wealth, income or withholding taxes during the entire savings phase. 

Self service option

You can choose your investment group with just a few clicks in online and mobile banking. This allows you to manage your Pillar 3a investments yourself and optimize your pension provision.

Sustainable pension provision with attractive potential returns

Sustainable pension provision with attractive potential returns

Our actively managed and indexed securities solutions have a focus on sustainability (with exception of the CSA Mixta-BVG Basic investment group). 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)

Sustainable investment approach

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

 

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CSA Mixta-BVG

CSA Mixta-BVG

(security no. 287570)

Sustainable investment approach

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)

Sustainable investment approach

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)

Sustainable investment approach

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)

Sustainable investment approach

25% shares
70% bonds
5% real estate
 

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CSA Mixta-BVG Index 35

CSA Mixta-BVG Index 35

(security no. 11520273)

Sustainable investment approach

35% shares
60% bonds
5% real estate
 

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CSA Mixta-BVG Index 45

CSA Mixta-BVG Index 45

(security no. 10382676)

Sustainable investment approach

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)

Sustainable investment approach

75% shares
20% bonds
5% real estate
 

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How Pension Securities Accounts Work

We provide a selection of investment groups with different equity allocations. You then select the right product for you based on your specific investment time horizon and risk tolerance.

How Pension Securities Accounts Work

Accurately Assess Risk

Investment decisions always involve risks. These risks need to be understood if you want to properly gauge the uncertainties involved in making an investment.

Account or Safekeeping Account

The choice is yours. Choose our Pension account – 3rd pillar for maximum security – or our Pension securities account – 3rd pillar for higher return opportunities.

Pension securities account – 3rd pillar

  • Attractive return opportunities
  • Multiple tax benefits
  • No additional commissions besides the all-in-fee
  • Large product selection