Collective Foundation 1e

UBS Optio 1e for an individual extra-mandatory part of the second pillar

Benefits at a glance

Joining the UBS Optio 1e Collective Foundation permits the individualization of investment strategies in the extra-mandatory part of the second pillar. Referred to as “1e plans” after Article 1e BVV 2, such plans offer benefits for companies and beneficiaries.

Companies can offer their employees an attractive pension solution and can in part relieve their balance sheet of some pension fund liabilities and risks (as of 01.01.2013, IAS 19 revised is applicable). UBS Optio 1e can reduce pension liabilities for the company as far as is currently possible in Switzerland.

Beneficiaries have their choice of investment strategies with attractive potential returns, transparency as regards asset performance, and the option to change their strategy on a monthly basis.

UBS Asset Management offers some 300 actively managed and 100 indexed funds, with which companies can put together tailor-made investment solutions within the framework of BVV2, be it within the UBS Optio 1e collective foundation or for a company-specific pension fund.

The individual investment variants are implemented via tax effective and cost-efficient UBS collective investments.

Beneficiaries can easily access their investments at any time and change their investment strategy flexibly.

Our solutions for you

Every affiliated company can determine its own suitable investment strategies available to its participating beneficiaries. Beneficiaries may choose among the various strategies on a monthly basis using a web-based interactive platform. They can view the current valuation and performance of their pension assets on this platform around the clock.

Please find below a selection of strategies you can choose for your beneficiaries:

Brochure

In this brochure you will find all the information about UBS Optio 1e Collective Foundation.

Additional information

We will be happy to answer your individual questions.

Institutional investors

To continue, you must confirm that you are a qualified and/or institutional investor based in Switzerland.

The information provided on the following pages is intended solely for qualified and/or institutional investors.

These investors include:

a) regulated financial intermediaries such as banks, securities dealers, fund management companies and asset managers of collective investment schemes
b) regulated insurance companies
c) public-law corporations and pension funds with professional treasury departments
d) companies with professional treasury departments.

The professional treasury requirement is fulfilled if the investor entrusts at least one professionally trained and experienced financial specialist to manage their assets on a permanent basis.

Not an institutional investor?