This service is for consultants such as brokers, fiduciary agents or tax advisors.

Why is this service interesting for you?

Liberty Foundation for 3a Retirement Savings offers external consultants the possibility of grouping their clients under one umbrella 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 are a good addition to the services you already offer your clients.

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