No minimum deposit
Invest as much or as little as you want.
Higher potential returns
Benefit from developments on the financial market.
You decide on the investment period.
Our fund savings plan allows you to regularly invest a fixed amount from your UBS Vested Benefits Account in UBS Vitainvest Investment Funds. You can tailor the investment amounts and period to your own preferences. This reduces the risk of investing at an unfavorable moment.
- Free custody account management
- Free purchase and sale of shares
- Flexibility when you retire – actively managed fund shares can be transferred free of charge to a UBS Securities Custody Account
- Staggered investment in sustainable Vitainvest investment funds
Download the form
Decide whether to make a one-time investment or invest monthly with the fund savings plan.
Set the amount
Determine the amount you want to invest and send the signed form to the vested benefits foundation.
We’ll notify you as soon as we receive the form and confirm your order.
With the UBS Vitainvest Investment Funds you can choose between different investment funds with a focus on sustainability. Your choice of fund will depend on your personal investment strategy and risk tolerance. You can also invest your money in several investment funds.