Tax documents for the year 2025

We are pleased to announce that the asset and tax statements for all mandates and custodian banks are now available on the mobile app.

The following documents are therefore available to you in the Zugerberg Finance app:

Asset statements

• Zugerberg Finanz Revo (Bank Zweiplus)
• Zugerberg Finanz Revo (Swissquote)
• Zugerberg Finanz 3a Revo
• Zugerberg Vested Benefits Foundation
• Vested Benefits Foundation Wildspitz

Tax statements

• Zugerberg Finanz R (Zuger Kantonalbank)
• Zugerberg Finanz R (UBS)
• Zugerberg Finanz R (CS)
• Zugerberg Finanz R (Bank Julius Bär)
• Zugerberg Finanz Revo (Bank Zweiplus)
• Zugerberg Finanz Revo (Swissquote)
• Zugerberg Finanz 3a Revo

Accountability statements

• Zugerberg Finanz R (Zuger Kantonalbank)
• Zugerberg Finanz R (UBS)
• Zugerberg Finanz R (CS)
• Zugerberg Finanz R (Bank Julius Bär)

Your Zugerberg Finanz