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UBS Fisca custody account
Retirement planning – save on taxes – invest
UBS AG offers you the opportunity to invest your retirement savings in securities. You can choose from four different segments with varying risk and return characteristics.
Your benefits in detail
Greater long-term earnings potential:
You participate in the performance of the securities markets and take advantage of the opportunity for higher returns created by price gains. There is no obligation for you to sell UBS Vitainvest investment funds for example when you reach AHV retirement age. You can transfer your UBS Vitainvest units into your private UBS custody account. Your investment horizon is open and you decide for yourself how long you want to hold these investment funds.
Optimal diversification:
The UBS Vitainvest investment fund invests its capital in compliance with the provisions of the Swiss Federal Law on Occupational Retirement, Survivors' and Disability Pension Plans and its ordinances. The main investment objective is to achieve an optimal total return within its individual funds by suitably diversifying investment classes and fund managers.
Flexible investment options:
You can decide for yourself at any time how much of your retirement capital you would like to invest in which funds.
Buying and selling free of charge:
If your purchase or sale orders are received by 14 noon by the bank, they are settled the following business day free of charge at NAV. No issue or redemption commission is payable.
Automatic investment:
Your future investments are simplified thanks to the investment instruction concept.
Properties:
You have the peace of mind of knowing that your retirement savings are invested in accordance with the legal regulations for pension funds. Distribution: March and for pillar 3a automatic reinvestment. The distributions are exempt from withholding tax in accordance with pillar 3a.
Regular publication of prices:
The prices of the four investment funds are published daily with UBS Investment Funds in the following Swiss daily and business newspapers:
Tages-Anzeiger, NZZ, Le Temps, St. Galler Tagblatt, L'Agéfi, Corriere del Ticino, Basler Zeitung (Saturday), Berner Zeitung/Der Bund (Wednesday), Finanz & Wirtschaft (Wednesday, Saturday).
UBS Vistainvest prices are available daily online at
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