Your money earns interest as soon as it arrives.
When your money is transferred, it will be placed in your transitory account and bears interest directly. As soon as we have received the withdrawal statement from the previous pension institution, we will allocate your assets to the mandatory and/or extra-mandatory segments. Your assets are then automatically invested in the chosen strategy with the next rebalancing (always the first trading day of the month).
Define an individual strategy per segment without splitting.
Thanks to the segmentation of your vested benefits assets into the mandatory and/or extra-mandatory segments, you can choose a separate strategy per segment. This gives you additional flexibility. No splitting is involved here – it remains one vested benefits relationship.
Attention financial professionals
With over 30 index funds and ETFs to choose from, there are almost no limits to your individual strategy. Your own strategy does not cost you more than our standard strategies. You profit from the same favourable conditions!
Our system automatically checks the compliance with the regulatory bandwidths. This ensures that the maximum weights are not exceeded and diversification is sufficiently high. You can find an overview of all funds here: www.viac.ch/en/vested-benefits/strategies