The account maintenance fee for the vested benefits account is CHF 3 per month.
It is charged to your vested benefits account once a year on 31 December, retroactively for the previous 12 months.
If a pension fund member joins or leaves the foundation during the year, the fee will be charged pro rata per calendar day. On leaving the foundation, the pro-rata amount will be charged on the date of departure.
This means that you only pay the fee for the actual period of affiliation to our foundation.
Yes, the fee is charged to all pension fund members of the UBS Vested Benefits Foundation. The fee is not charged for the first two months after joining the foundation.
The fee will be debited from the account balance or will be settled by the sale of the corresponding number of investment fund units or fractions thereof.
No, the fee will only be charged once, even if you have more than one account with our foundation.
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