Assets, interest and capital earnings are tax-exempt until withdrawal.
Park your money safely
Should you take a career break, change jobs or move abroad.
To build, buy or renovate a home of your own, for example.
The UBS Vested Benefits Account lets you secure your retirement savings between two stages in your life.
- Higher potential returns with sustainable UBS Vitainvest investment funds (vested benefits custody account)
- Annual interest credit
- Account management fees from just CHF 3 per month (first two months free of charge)
- No notice periods
Download the PDF form
Open the form by clicking “Download form now.”
Fill out the opening form
Send the completed and signed form to your existing vested benefits foundation or pension fund.
Use the account
Your pension fund or vested benefits foundation will prepare a termination settlement and transfer your assets to the UBS vested benefits foundation.*