The advantages of a retirement savings account with our Foundation
Liberty 3a Retirement Savings Foundation offers you the possibility of investing your tied pension assets at attractive interest rates in a tax-friendly environment.
Liberty also offers consultants a broad range of attractive services. Liberty's user-friendly pensions platform offers attractive terms and conditions for the investment of 3a retirement savings be it in BVG/LPP-compliant investment funds with a choice of risk profiles or in the framework of individual asset management mandates.
Advantages for private clients
- Attractive interest rate
- Free choice of investment strategy
- Investment strategies with up to 60% equities content
- Transfer of pension assets to your private assets
- Lowest withholding tax rate in Switzerland for clients moving abroad
Advantages for consultants
- Growing and managing your own client base
- Attractive addition to your own consulting services
- Asset management possible

