Apply for Third Pillar by Form

Pension Fund Membership (2nd pillar)

Employees earning an annual salary that is subject to mandatory contributions to Federal Old Age and Survivors' Insurance are insured from a certain amount in a pension fund. This is the case with most individuals. Self-employed individuals, by contrast, are often not members of pension funds, but are allowed to deduct a higher statutory maximum. However, self-employed individuals are also permitted to join a pension fund voluntarily.

I am a member of a pension fund (2nd pillar).

I am not a member of a pension fund (2nd pillar).

Opening a Pension Account - 3rd Pillar / Pension Securities Account – 3rd pillar

By choosing the Pension account – 3rd pillar, you opt for maximum security, and with the Pension securities account – 3rd pillar you have a chance of higher returns over the long term. We offer you a broad range of actively managed and indexed securities solutions. Depending on the equity component of the investment group you select, the opportunity to generate higher returns may also lead to fluctuations in value. Both the Pension account – 3rd pillar and the Pension securities account – 3rd pillar offer attractive tax advantages.

When you open a Pension securities account – 3rd pillar, you will also require a Pension account – 3rd pillar for settlement purposes. There is no charge for this account.

With the Pension plan – 3rd pillar, payments made to the Pension account – 3rd pillar are automatically invested in the Pension securities account – 3rd pillar. A balance query is carried out daily. Investments are made in the selected investment group as soon as the balance reaches at least CHF 200.

I wish to open a Pension account - 3rd pillar

I wish to open a Pension securities account - 3rd pillar and the associated Pension account - 3rd pillar

I confirm that I have read and understood the Private Pension – 3rd Pillar fact sheet.

Private Pension – 3rd Pillar fact sheet

My preferred investment group

°This product has an average equity component of 75% and thus exceeds the prescribed category limit for equities pursuant to Art. 55 BVV 2. Due to the large equity component, this product involves a higher risk than pension solutions with a maximum equity holding of 50%.

I confirm that I have read and understood the Private Pension – 3rd Pillar fact sheet, the 3rd Pillar product sheet, and the Investment fact sheet.

Private Pension – 3rd Pillar fact sheet, 3rd Pillar product sheet, Investment fact sheet

Contribution payment type

I carry out my payments myself (e.g. through Online Banking, standing order)

Please send me payment slips for my 3rd pillar pension account

Verify your information

Please verify your information before completing the application

I confirm that I have verified my information and would like to complete this online application.

Type of delivery

I would like to receive the application by post

I would like to receive the application by email

E-mail

Legal note

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