UBS Optio 1e offers individually tailored, needs-based options for all usage requirements. You benefit from our end-to-end solution both for company-specific solutions and within our collective foundation. Beneficiaries can invest in a wide range of structured investment solutions via institutional funds or investment foundations managed by Equatex. They can also make use of our advisory services.
Our defining characteristics
Simple structure: Our 1e solution caters for the fact that you have little time due to your diverse responsibilities.
Individual choice: The UBS Optio 1e Collective Foundation offers a high level of flexibility due to the range of choice on offer.
Transparent costs: We offer cost-efficient investment strategies with no hidden costs.
UBS Optio 1e offers six tax-efficient strategies under collective affiliation:
For Optio 1e individual affiliation:
UBS Asset Management offers around 300 actively managed and 100 passively managed funds with which tailor-made investment solutions can be put together within the framework of BVV2 (economies of scale must be observed) – whether for affiliation with the UBS Optio 1e Collective Foundation or a company-specific pension fund.
The individual investment strategies are implemented via tax- and cost-efficient UBS collective investments.
What is the 1e occupational pension scheme? Read a concise summary in our factsheet.
All the important information about the Optio 1e Collective Foundation can be found in our brochure.
Get in touch! We will be happy to answer your questions.