UBS key4 pension 3a
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Yes, we will be happy to draw up a pension plan for you. This will cost CHF 2,000. Please contact us for more information.
In this case, please call us at 0800 002 983. We will be happy to advise you personally.
No, UBS Vitainvest Passive SI by UBS key4 investment funds are not transferable to free assets.
Existing share classes must be sold to do this. A variety of affiliation solutions are available at the respective standard rates.
The 0.25% running costs are applied directly within the fund and charged against the NAV (net asset value, i.e., total value of the fund). For UBS Vitainvest Passive SI by UBS key4, an additional annual administrative fee of 0.5% will be debited directly from the client’s account balance. This is charged quarterly to the UBS Fisca custody account. UBS Vitainvest shares are automatically sold to settle the debit balance if the balance on the account is in credit. The automatic sale occurs as soon as the quarterly statement for the balance on the UBS Fisca custody account is in debit.
No. UBS Vitainvest Passive SI by UBS key4 is an investment fund that can only be purchased over a digital channel.
Forms relating to pillar 3a can be found here
You can find information on other UBS key4 products here:
