Downloads
Brochures and Regulations
Zugerberg Finanz
- Zugerberg Finanz Brochure
- Extract from the commercial register
- Company Factsheet
- Portfolio analysis factsheet
- Savings plan information sheet
- Brochure Zugerberg Finanz R
- Brochure Zugerberg Finanz Vested benefits
- Flyer Revo
- Flyer 3a Revo
- Brochure Revo
- Brochure 3a Revo
- Brochure The decarbonization megatrend
- BILANZ Asset manager rating 2023
- BILANZ Asset manager rating 2020
- BILANZ Asset manager rating 2019
Vested Benefits
Vested Benefits Information sheets
- Information sheet Payment of the vested benefits for renovations of owner-occupied residential property (ZFVB)
- Information sheet Benefit in the event of death (ZFVB)
- Information sheet Repayment of the advance withdrawal for owner-occupied residential property (ZFVB)
- Information sheet Advance withdrawal for owner-occupied residential property (ZFVB)
Zugerberg Vested Benefits Foundation Forms
- Payout Vested benefits account upon reaching retirement age / in the event of disability / with start of self-employment / upon definitive emigration from Switzerland (ZVBF & WVBF)
- Disbursement in the event of death (ZVBF)
- Power of attorney for vested benefits credit (ZVBF)
- Advance withdrawal for owner-occupied residential property (ZVBF)
- Transfer to a pension scheme or other vested benefits foundation (ZVBF)
- Amendment of the beneficiary order in the event of death (ZVBF)
Wildspitz Vested Benefits Foundation Forms
- Payout Vested benefits account upon reaching retirement age / in the event of disability / with start of self-employment / upon definitive emigration from Switzerland (ZVBF & WVBF)
- Disbursement in the event of death (WVBF)
- Power of attorney for vested benefits credit (WVBF)
- Advance withdrawal for owner-occupied residential property (WVBF)
- Transfer to a pension scheme or other vested benefits foundation (WVBF)
- Amendment of the beneficiary order in the event of death (WVBF)
3a Pension Provision
Information sheets on 3a pension provision
- Information sheet Advance withdrawal for owner-occupied residential property (3a)
- Information sheet Payout of pension assets upon reaching withdrawal age (3a)
- Information sheet Benefit in the event of death (3a)
- Information sheet Payment of pension assets upon leaving Switzerland permanently (3a)
- Information sheet Advance withdrawal for taking up self-employment (3a)
- Information sheet Payment of the pension assets for renovations of owner-occupied residential property (3a)
Zugerberg 3a Retirement Savings Foundation application forms
- Advance withdrawal for owner-occupied residential property
- Disbursement in the event of death (3a)
- Power of attorney for 3a pension assets (3a)
- Transfer to another 3a pension scheme or pension fund (3a)
- Disbursement of vested benefits credit in the event of disability (3a)
- Disbursement of vested benefits credit upon reaching the pension age (3a)
- Disbursement of pension assets upon leaving Switzerland permanently (3a)
- Payment of pension assets when taking up self-employment in Switzerland (3a)
- Amendment of the beneficiary order in the event of death (3a)