Interesting investment solutions for vested pension benefits

Liberty supports benefits consultants and financial planners who advise or manage third-party pension assets professionally, providing central administration (back-office) and foundation services. As a consultant, you need to be free to focus on your clients and ensure them your best professional advice and support. With securities investment solutions, you generally base your investment strategy on existing BVV2/OPP2-compliant products. Liberty also enables you to invest in a combination of BVV2/OPP2 compliant products. Moreover, for assets exceeding CHF 500,000, customised securities solutions are conceivable. For conservative investors, we offer account solutions with an attractive interest rate of 2.3%.

In any event, Liberty offers an attractive range of highly cost effective products.

You have the choice of 3 account banks, 7 custodian banks and 8 providers with 29 fund products.

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