UBS Investment Plan

• Applicable standard interest rate of the UBS Savings Account (ubs.com/ch/en/private/interest-rates) plus an interest bonus of 0.5% p.a. on the investment amount paid into the UBS Investment Plan but not yet invested.
  
  Special offer until 30.06.2024: 1% instead of 0.5% interest bonus p.a.
  
  
• Waiver of the UBS Investment Fund Account/Custody Account administration fee for 5 years.
• Your client advisor will be happy to tell you more about the UBS Investment Plan “Fund Account.”

• The amount paid into the UBS Savings Account earns an attractive interest rate until it is invested.
• Monthly investment of the liquid assets paid in into the UBS Manage Mandate 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.

New: possible with the UBS Sustainable Savings Account
Now you can also invest on a staggered basis with the UBS Sustainable Savings Account. During this time, your account balance is used only for the sustainable financing of energy-efficient buildings with Minergie certification. Investments are consistent with one or more of the United Nations Sustainable Development Goals.

• Applicable standard interest rate of the UBS Savings Account (ubs.com/ch/en/private/interest-rates) plus an interest bonus of 0.5% p.a. on the investment amount paid into the UBS Investment Plan but not yet invested.
  
  Special offer until 30.06.2024: 1% instead of 0.5% interest bonus p.a.
  
  
• Exclusive conditions on the UBS Investment Plan “Mandate.”
• Your client advisor will be happy to tell you more about the UBS Investment Plan “Mandate”.

• The available pillar 3a account assets earn attractive interest until 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.

• Valid standard interest rate of UBS Fisca Account (https://www.ubs.com/Interest) plus a premium of 0.5% p.a. on the pillar 3a account balance that has not yet been invested.
• Future deposits are automatically invested in line with investment instructions.
• Your client advisor will be happy to tell you more about the UBS Investment Plan “Fisca.”