Individual Asset Management Of Vested Benefits Offers You Many Advantages
Your advantages with a portfolio solution
- Joint setting of the investment strategy according to risk capacity and risk predisposition
- Combination of various investment options (including use of your own mortgage)
- Personal compilation of the portfolio according to BVV2 investment stipulations
- More transparency in the management of pension provision capital
- Use of fiscal environment in the area of tax collected at source
- Low tax collected at source, in the case of changing domicile by moving abroad
(location of foundation: Schwyz canton)
- Cost-competitive and transparent solutions
Your advantages during the investment period
- Individual investment strategy for vested benefits
- Direct investments, from CHF 500,000.— Vested benefits capital possible
- Attunement of vested benefits investment to total assets
- Integrated asset management of the free asset values and credit balances on pension provision
- Tax saving through fixed-interest investments in the vested benefit assets
Your advantages upon maturity and withdrawal
- Transfer of the direct investments into private assets at a depositary bank
- Investment period can be retained
- No additional transaction costs
Conclusion
- Price-competitive and individual asset management of vested benefits, instead of an expensive fund-based solution
- Lower costs lead to a higher level of performance
Further information on the subject of vested benefits
Cosmopolitan Vermögensverwaltungs AG
House of Finance · Rütistrasse 20 · CH-9050 Appenzell
Telefon +41 (0)71 353 35 15 · Telefax +41 (0)71 353 35 18 · welcome@cosmopolitan.ch
