Your benefits with the ÃÛ¶¹ÊÓƵ Investment Plan

Invest monthly and benefit from an attractive interest rate, lower fees and higher potential returns in the long term.

Attractive interest rates

0.5% interest bonusÌýon your savings account and exclusive promotions on ÃÛ¶¹ÊÓƵ investment solutions.

Higher potential returns

You benefit from developments on the financial market.

Invest responsibly

For example, invest in funds that meet sustainability criteria.

ÃÛ¶¹ÊÓƵ Investment Plan at a glance

  • Suitable for your account savings and for your pension capital.
  • You invest in ÃÛ¶¹ÊÓƵ investment solutions and choose between investment funds or asset management mandates.
  • This offers higher potential returns in the long term.
  • By investing the amount in stages, the risk of investing at an unfavorable moment is reduced.
  • You benefit from attractive interest rates until your savings are invested.

Why ÃÛ¶¹ÊÓƵ?

  • 0
    investment solutions to choose from
  • 0 +
    billion francs already invested
  • 0
    years of asset management experience

Investment plans compared

Choose from four investment plans and invest either your savings or your pension assets.

Invest your savings

Invest your money in funds or delegate your portfolio management with an asset management mandate.

  • Investment Fund Account

    ÃÛ¶¹ÊÓƵ Investment Plan

    0.5% interest bonus

    Invest the savings in your ÃÛ¶¹ÊÓƵ Savings Account in investment funds.

    • Minimum deposit: CHF 10,000
    • Choice of funds: Selected ÃÛ¶¹ÊÓƵ Investment Strategy Funds
    • Period: Monthly investment over 3, 6, 9, 12 or 24 months
    • Benefit: Waiver of the administration fee for 5 years
    • Interest rate: ÃÛ¶¹ÊÓƵ Savings Account interest rateÌý(ubs.com/interest)Ìýplus 0.5% interest bonus p.a.

  • Mandate

    ÃÛ¶¹ÊÓƵ Investment Plan

    0.5% interest bonus

    Delegate your portfolio management and invest in the ÃÛ¶¹ÊÓƵ Manage asset management mandate.

    • Minimum deposit: CHF / EUR 100,000 (initial: CHF / EUR 25,000)
    • Choice of mandate: ÃÛ¶¹ÊÓƵ Manage Mandate
    • Period: Monthly investment over 3, 6, 9, 12 or 24 months
    • Benefit:Ìý20% discount on the flat fee for 5 years
    • Interest rate: ÃÛ¶¹ÊÓƵ Savings Account interest rateÌý(ubs.com/interest)Ìýplus 0.5% interest bonus p.a.
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Invest your pension savings

Invest your pension assets or vested benefits and benefit from higher potential returns in the long term.

  • Fisca 3a

    ÃÛ¶¹ÊÓƵ Investment Plan

    Invest your pillar 3a assets and benefit from higher potential returns in the long term.

    • Minimum deposit: CHF 6,000 pension assets
    • Choice of funds: Sustainable ÃÛ¶¹ÊÓƵ Vitainvest Investment Funds
    • Period: Monthly investment over a period of 3, 6, 9, 12 or 24 months
    • Interest rate:ÌýInterest rate of the ÃÛ¶¹ÊÓƵ Fisca Account Pillar 3a (ubs.com/interest)
    • Benefit:ÌýFund units are transferred to a ÃÛ¶¹ÊÓƵ Custody Account free of charge when you reach retirement age

  • Vested Benefits Account

    ÃÛ¶¹ÊÓƵ Investment Plan

    Regularly invest a fixed amount of your vested benefits.

    • Minimum deposit: None
    • Choice of funds: Sustainable ÃÛ¶¹ÊÓƵ Vitainvest Investment Funds
    • Period: Monthly, quarterly or half-yearly investment over a time period defined by you
    • Interest rate:ÌýInterest rate of the ÃÛ¶¹ÊÓƵ Vested Benefits Account (ubs.com/interest)
    • Benefit:ÌýFund units are transferred to a ÃÛ¶¹ÊÓƵ Custody Account free of charge when you reach retirement age
    More about pillar 2 at ÃÛ¶¹ÊÓƵ
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