These services are designed for consultants such as pension fund advisors, insurance brokers, lawyers, accountants or tax experts.

What makes this service so attractive?

• Liberty Foundation for 3a Retirement Savings offers external consultants the possibility of grouping their clients in one foundation while continuing to manage them actively and individually. Our independent Schwyz-based platform enables you to offer your clients first-class service at competitive terms and conditions.
• Moreover, Liberty products ideally supplement the services you already offer your clients.

The account opening and data transfer can be done directly via the Liberty Online service. Electronic processing expedites procedures.

Your pension assets and contributions in payment should be transferred to our collective account with one of the following banks:

This service is free of charge for you and the client.

To online account opening