Zugerberg Finanz vested benefits
Zugerberg Finanz’s vested benefits solutions allow you to invest your pension assets according to your own criteria.
The following events can give rise to vested benefits: interruption of employment, commencement of self-employment, divorce, and the end of statutory compulsory insurance.
Key values
Foundations
Two foundations are available for the Zugerberg Finanz vested benefits solutions: the Zugerberg Vested Benefits Foundation and the Wildspitz Vested Benefits Foundation.
Board of Trustees
The majority of the Board of Trustees are independent specialists and experts. The Board of Trustees has delegated the management of the foundations.
Management
The management of the foundation is entrusted to the second pillar consulting company, Aktiengesellschaft, Basel.
Auditing firm
The auditor of the foundations is Deloitte AG, Zurich.
Supervisory Authority of the Foundation
The foundations adhere to the investment restrictions set by the Swiss Ordinance on Occupational Old-Age, Survivors', and Disability Benefit Plans (BVV2). The foundations are subject to the Central Swiss Supervisory Authority for Occupational Old-Age, Survivors', and Disability Benefit Plans and Foundations (ZBSA), Lucerne.
Investment character
Actively managed custody account, ranges model according to the chosen
investment strategy
Type of investment
One-off investment
Investment amount
from CHF 5'000
Investment instruments
Primarily individual titles
Asset management company
Zugerberg Finanz