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Pictet Foundations

Pictet Vested Benefits Foundation (2nd Pillar)
Pictet Individual Pension Foundation (3rd Pillar A)
 

Performances of our portfolios

How to open a vested benefits or tied pension account

Here is the procedure to follow if you want to open a vested benefits or individual retirement savings account with one of the Pictet Foundations.

 

1. Determine your investor profileIn order to choose the portfolio that best suits your circumstances, you first have to determine:

 

  • your “risk appetite” or tolerance to fluctuations in the value of your assets
  • the expected duration of your investment


2. Choose a portfolio or mix of portfoliosThe Pictet Foundations allow you to choose how you distribute your retirement capital between the four different investment portfolios listed below. You may also decide temporarily not to invest part or all of your vested benefits.

 

  • LPP/BVG-Short-Mid-Term Bonds
  • LPP/BVG-Bonds
  • LPP/BVG-25
  • LPP/BVG-40


Description of the portfolios

The chart below will allow you to determine which portfolio best suits your investor profile. You can also divide your assets between several portfolios.

3. Determining the amount to be investedWhen your vested benefits capital comes from a pension fund or vested benefits foundation, you can choose whether you invest some or all of the amount.

Depending on your financial resources, you are free to choose how much and how often you want to pay into your individual retirement savings account. However, the annual contribution must not exceed the maximum tax-deductible amounts. You can also transfer all or part of the retirement capital that you have accrued with another 3rd Pillar A institution.

4. Contact our Pension Planning teamOur philosophy is that every client is different and unique. Consequently, to meet each client's specific needs, we make every effort to understand their personal and financial circumstances in detail.

Our pensions experts work closely with you to help you choose the pension solutions that best match your objectives.

To finalise the opening of a vested benefits or individual retirement savings account, please do not hesitate to contact our advisors.


To open a vested benefits account, please contact:
Pictet Vested Benefits Foundation (2nd Pillar)
Route des Acacias 60
CH-1211 Geneva 73
Tel. +41(0)58 323 29 20
Fax +41 (0)58 323 10 71

Contact page

To open an individual retirement savings account, please contact:
Pictet Individual Pension Foundation (3rd Pillar A)
Route des Acacias 60
CH-1211 Geneva 73
Tel. +41(0)58 323 29 60
Fax +41 (0)58 323 10 71

Contact page