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Pension provision

Here you will find answers to your questions about pension provision, particularly Vested benefits – 2nd Pillar and Private pension – 3rd Pillar.

Vested benefits – 2nd Pillar

  • I would like to open a Vested benefits account – 2nd pillar. How can I do that?

  • How can I transfer my vested benefits capital to Credit Suisse Vested Benefits Foundation – 2nd Pillar?

  • I would like to benefit from higher potential returns in the long term, sell existing investment groups, or switch to another asset class.

  • How can I withdraw or transfer my vested benefits capital?

Private pension – 3rd Pillar

  • How do I open a Pillar 3a account

  • I want to transfer my Pillar 3a account from another foundation to Credit Suisse Privilegia Pillar 3 Pension Foundation. How should I proceed?

  • I would like to benefit from higher potential returns in the long term, sell existing investment groups, or switch to another asset class

  • How can I withdraw from or transfer my Pillar 3a account?

  • The tax authority has informed me that I overpaid into my Pillar 3a last year. How do I withdraw the excess amount?

  • I don’t have a certificate for the Pillar 3a contributions I made last year. How can I get one?

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