• The amount paid into the UBS Savings Account accrues insert plus 1% interest p.a. until it is invested.
• Monthly investment of the liquid assets paid in into UBS Investment Funds over a period of 3, 6, 9, 12, 24 months.
• At the end of the investment period, 100% of the full amount paid in is invested in UBS Investment Funds.
• Free management of the fund account for five years.¹

¹ Eligible UBS employees/retired employees and their partners with PFA preferential conditions generally benefit from a waiver of the UBS Investment Fund Account administration fee. If the PFA preferential conditions cease to apply, this price waiver applies for five years after the conclusion of the UBS Investment Plan “Fund Account”

• The available pillar 3a account assets accrue insert plus 0.5% interest p.a. until they are invested.
• Monthly investment of the available assets paid into UBS Vitainvest Investment Funds over 24 months.
• After two years, the full amount available is invested in UBS Vitainvest Investment Funds.

• The amount paid into the UBS Savings Account accrues insert plus 1% interest p.a. until it is invested.
• Monthly investment of the liquid assets paid into the UBS Manage Mandate over over a period of 3, 6, 9, 12 or 24 months.
• At the end of the investment period, the full amount paid in is invested in the UBS Manage Mandate.
• Reduction of 20% on the flat fee for five years.¹

¹ Eligible UBS employees/retired employees and their partners with PFA preferential conditions generally benefit from a 50% reduction on the flat fee. If the PFA preferential conditions cease to apply, a 30% reduction applies for five years after the conclusion of the UBS Investment Plan “Mandate”.