We are delighted to present our new 3a pension solution:
Zugerberg Finanz 3a Revo.

The name is no exaggeration: it is a revolutionary pension concept. 3a Revo is probably the most direct and efficient 3a solution on the Swiss pension market, making it also the one with the best prospects.

What is 3a Revo?
3a Revo offers you the chance to invest directly (not through funds) 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. Lonza, Partners Group, Nestlé, Sika, Google, Amazon, Samsung, and many other promising shares: individually selected by us and purchased directly in your 3a Revo custody account. 3a Revo customers become shareholders right from the very first franc and have full transparency into their portfolio.

What are the risk classes?
3a Revo is available in 5 risk classes:
from max. 20% equity (3a Revo1, conservative) to max. 100% equity (3a Revo5, aggressive).

How is any bond share made up?
Through institutional tranches of fixed-income funds that provide private investors with exclusive access to promising, mostly institutional, bonds.

We are incredibly proud to be launching Revo now. It is an amazing innovation that is unparalleled on the market. After the successful launch of Zugerberg Finanz Revo as a classic asset management mandate last year, we have already reached the next milestone in our company’s 21-year history.

The 3a Revo app is coming
In mid-September, we’ll be launching the Zugerberg Finanz 3a Revo mobile app. This lets you view and track your 3a Revo account / custody account, including all positions, transactions, and developments.

You can find out more about 3a Revo in the flyer and in the short brochure.

Your needs

• Do you want to build up your pension assets and save on taxes?
• Do you have limited time to actively look after your assets and want a reliable and independent asset management company?
• Do you prefer direct investments in promising companies whenever possible?
• Do you prefer to invest most of your pension assets in Swiss francs?

Then 3a Revo is the right solution for you. Take advantage of this opportunity and build up your pension assets with 3a Revo. You can also open multiple “3a Revos” with the same or different strategies.

Interested? Your independent financial advisor or one of our client consultants will be happy to assist you.

Sincerely,

Timo Dainese
CEO, Founder, and Managing Partner

Zugerberg Finanz AG