Liberty News - Year-end processing - Important dates

In order to ensure that your requests are processed on time in the current year, we recommend that you observe the following deadlines. Please note, that processing in 2024 cannot be guaranteed for requests submitted after these deadlines.

General deadlines:  

·         22 November 2024: Capital payments

·         09 December 2024: Stock market orders and changes in investment strategy

·         13 December 2024: Account and securities deposit applications in paper form

·         18 December 2024: Online account and securities deposit applications

 

Deadlines for transfer orders to Liberty:

·         17 December 2024: Payments pillar-3a savings contributions in 2024

·         17 December 2024: Voluntary BVG/LPP and 1e contributions in 2024

 

Business hours over the holidays:

2024

·         24 December 2024: open until 12 pm

·         25 December 2024: closed

·         26 December 2024: closed

·         27 December 2024: open during normal business hours

·         28 to 29 December 2024: closed (weekend)

·         30 December 2024: open during normal business hours

·         31 December 2023: open until 12 pm

2025

·         1 January 2025: closed

·         From 02.01.2025: open during normal business hours

 

Year-end statements and documentation 2024 will be available as follows:

 

Pillar 3a and vested benefits:

In February 2025:

·        Year-end documents 2024

·        Tax certificates 2024

 

BVG/LPP:

Mid January 2025:       

·        Provisional pension listings 2025

In January 2025:         

·        BVG/LPP pension certificates 2025 

·        Pension statements 2025

·        Tax certificates 2024 (for self-emloyed persons)

·        Invoices 2025

 

1e:

Mid January 2025:       

·        Provisional pension listings 2025

In February 2025:         

·        Definitive pension listings 2025

·        1e pension certificates 2025

·        Invoices 2025

·        Tax certificates 2024 (for self-employed persons)

·        Account, deposit and portfolio statements 2024