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

• Regulations Zugerberg Freizügigkeitsstiftung
• Regulations Freizügigkeitsstiftung Wildspitz

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

• 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)

  Disbursement of vested benefits credit in the event of disability (ZVBF)

  Disbursement of vested benefits credit upon reaching the pension age (ZVBF)

  Disbursement of vested benefits credit upon leaving Switzerland permanently (ZVBF)

  Payment of pension assets when taking up self-employment in Switzerland (ZVBF)

  Amendment of the beneficiary order in the event of death (ZVBF)

Wildspitz Vested Benefits Foundation Forms

• 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)

  Disbursement of vested benefits credit in the event of disability (WVBF)

  Disbursement of vested benefits credit upon reaching the pension age (WVBF)

  Disbursement of vested benefits credit upon leaving Switzerland permanently (WVBF)

  Payment of pension assets when taking up self-employment in Switzerland (WVBF)

  Amendment of the beneficiary order in the event of death (WVBF)

3a Pension Provision

• Regulations Zugerberg 3a Vorsorgestiftung

Information sheets on 3a pension provision

• 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 Advance withdrawal for owner-occupied residential property (3a)

  Information sheet Payment of the pension assets for renovations of owner-occupied residential property (3a)

Zugerberg 3a Retirement Savings Foundation application forms

• 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)