Downloads

Brochures and Regulations

Zugerberg Finanz

• Zugerberg Finanz Brochure
• 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

• Regulations Zugerberg Vested Benefits Foundation
• Regulations Vested Benefits Foundation Wildspitz

Vested Benefits Information sheets

• Information sheet Advance withdrawal for owner-occupied residential property (ZFVB)
• Information sheet Repayment of the advance withdrawal for owner-occupied residential property (ZFVB)
• Information sheet Benefit in the event of death (ZFVB)
• Information sheet Payment of the vested benefits for renovations of owner-occupied residential property (ZFVB)

Zugerberg Vested Benefits Foundation Forms

• Amendment of the beneficiary order in the event of death (ZVBF)
• Advance withdrawal for owner-occupied residential property (ZVBF)
• Power of attorney for vested benefits credit (ZVBF)
• Disbursement in the event of death (ZVBF)
• 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)
• Payment due to minimal amount (ZVBF & WVBF)

Wildspitz Vested Benefits Foundation Forms

• Amendment of the beneficiary order in the event of death (WVBF)
• Advance withdrawal for owner-occupied residential property (WVBF)
• Power of attorney for vested benefits credit (WVBF)
• Disbursement in the event of death (WVBF)
• 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)
• Payment due to minimal amount (ZVBF & WVBF)

3a Pension Provision

• Regulations Zugerberg Pillar 3a Foundation

Information sheets on 3a pension provision

• Information sheet Payment of the pension assets for renovations of owner-occupied residential property (3a)
• Information sheet Advance withdrawal for taking up self-employment (3a)
• Information sheet Payment of pension assets upon leaving Switzerland permanently (3a)
• Information sheet Benefit in the event of death (3a)
• Information sheet Payout of pension assets upon reaching withdrawal age (3a)
• Information sheet Advance withdrawal for owner-occupied residential property (3a)

Zugerberg 3a Retirement Savings Foundation application forms

• Amendment of the beneficiary order in the event of death (3a)
• Payment of pension assets when taking up self-employment in Switzerland (3a)
• Disbursement of pension assets upon leaving Switzerland permanently (3a)
• Disbursement of vested benefits credit upon reaching the pension age (3a)
• Disbursement of vested benefits credit in the event of disability (3a)
• Power of attorney for 3a pension assets (3a)
• Disbursement in the event of death (3a)
• Advance withdrawal for owner-occupied residential property
• Application for retroactive payments into Pillar 3a (3a)