Independent Vested Benefits Foundation Schwyz

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«Schwyzer»-solution ufsz

The Unabhängige Freizügigkeitsstiftung Schwyz (Independent Vested Benefits Foundation Schwyz) was founded in 2016 through a collaboration between Lienhardt & Partner Privatbank Zürich AG and Sparkasse Schwyz AG.

We offer account and investment solutionsfor your vested benefits assets. You can choose between five strategies.

Interesting conditions for payouts due to final departure from Switzerland.

Advantages of our pension solutions

Pension solution from a single source: foundation – custodian bank – asset management
Free and individual choice of investment strategy
Tax advantage due to foundation domicile in the Canton of Schwyz (low withholding tax if you move away or live abroad)
Possible from an amount of CHF 50,000

Our Offer

Do you have vested benefits and would like to invest them individually in ETFs or individual investments?

Overview of the «Schwyzer»-solution ufsz

  • Interest rate 0.10% p.a.
  • With investment solution: minimum investment of 50% of the vested benefits assets, all-in fee 0.60% p.a.
  • With account solution: all vested benefits assets earn interest on the account, foundation fee 0.10% p.a.

Opening process
Please send us the completed application form (cash- or investement solution) together with a copy of your ID by post.

Further information can be found in our Factsheet.

Downloads

Factsheet
Opening Cash Solution
Opening Investment Solution
Opening with direct payout (due to leaving switzerland)
Change of beneficiary regulations

Applications for payout in various languages on request.

Further information and regulations can be found here.

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