Investment Foundations To continue, you must confirm that you are a Swiss pension fund.

Only tax-exempt occupational pension schemes under pillar 2 and pillar 3a domiciled in Switzerland and patronal welfare funds (in accordance with BVG) are authorised investors in the UBS Foundation for the Investment of Pension Fund Assets investment groups.

The investment groups of UBS Investment Foundation 2 (AST 2) are only open to occupational pension plans domiciled in Switzerland that are entered in the register of occupational pension plans in accordance with Art. 48 and Art. 61 of the Swiss Federal Law on Occupational Retirement, Survivors’ and Disability Pension Plans. In accordance with the memorandum of understanding concluded in 2004, the investment groups are only subject to withholding tax on dividends from US equities if they do not meet this precondition.

The investment groups of the UBS Investment Foundation 3 are available only in the occupational pension schemes which are registered for professional pensions pursuant to Art.48 of the Federal Pension Funds Law (BVG) in connection with Art. 61 BVG. This condition must be met for asset groups to be released from paying withholding taxes on dividends from American shares, in accordance with the so-called Mutual Agreement of 2004.

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Documents and publications for UBS investment foundations Everything you need to know about UBS investment foundations

We have compiled an overview of all the important documents relating to UBS investment foundations on this page. It ranges from general documents to a list of securities.

General documents

Product details, terms and subscription documents

Legal documents

Statutes and regulations (German)

Prospectus, with integrated investment guidelines (German)

Reporting

You can order printed copies of most of the documents in German or French online.

If you cannot find a document or have questions, we will be happy to help.