For private clients
These services are designed for private individuals who wish to invest their pension assets on a tax-friendly 3a retirement savings account.
You may open a fee-free account if:
- you are looking for a tax-friendly retirement savings plan
- you are looking for inexpensive securities solutions
- you are leaving Switzerland permanently
- you are becoming self-employed
Liberty offers you one-stop support and guidance.
To open a retirement savings account with Liberty, just click on the below link. You can then open your account directly online. Within a few days, you will receive the complete documentation prepared for you personally by post. Please read the documents carefully and return them to us in the stamped addressed envelope together with a copy of your passport or ID card. Your account will be activated as soon as we receive the complete documentation.
You may also instruct us to collect your pension assets from your former pension fund: this service is free of charge.
