Prepare your Pension
With 3a Revo you invest in shares of promising companies.
3a Revo is the revolutionary pension concept from Zugerberg Finanz. 3a Revo offers you the chance to invest directly in promising companies from a one-off amount of CHF 5’000 or a monthly savings contribution of CHF 100. This offer is possible because 3a Revo lets you acquire fractional shares. The shares are selected by us and purchased directly in your retirement savings custodian account.
To the brochure
financial pension provisions and security
multiple tax savings
increased return opportunities through investment in securities
flexible and variable payments
Early withdrawal to purchase a home or take up self-employment possible
Choose your risk profile:
Zugerberg 3a retirement savings foundation
The majority of the Board of Trustees are independent specialists and experts. The Board of Trustees has delegated the management of the Foundation.
The management of the foundation is entrusted to the second pillar consulting company, Aktiengesellschaft, Basel.
The auditor of the Zugerberg 3a Retirement Savings Foundation is Deloitte AG, Zurich.
The Zugerberg 3a Retirement Savings Foundation adheres to the investment restrictions set by the Swiss Ordinance on Occupational Old-Age, Survivors', and Disability Benefit Plans (BVV2). The Zugerberg 3a Retirement Savings Foundation is subject to the Central Swiss Supervisory Authority for Occupational Old-Age, Survivors', and Disability Benefit Plans and Foundations (ZBSA), Lucerne.
Active asset management, ranges model according to the chosen investment strategy
One-off investment or capital generation plan; flexible and individual
from CHF 5'000 (one-off investment) or from CHF 100 per month (capital generation plan)
Mainly individual titles, supplemented by ETFs and investment funds
Zugerberg Finanz
Swissquote Bank SA
