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 2023 cannot be guaranteed for requests submitted after these deadlines.

General deadlines:  

·         24 November 2023: Capital payments

·         11 December 2023: Stock market orders and changes in investment strategy

·         15 December 2023: Account and securities deposit applications in paper form

·         18 December 2023: Online account and securities deposit applications

Deadlines for transfer orders to Liberty:

·         18 December 2023: Payments pillar-3a savings contributions 2023 (or received by value date 29 December 2023)

·         18 December 2023: Voluntary BVG/LPP and 1e contributions (or received by value date 29 December 2023)

Business hours over the holidays:

2023

·         25 December 2023: closed

·         26 December 2023: closed

·         27 to 29 December 2023: open during normal business hours

·         30 and 31 December 2023: closed (weekend)

2024

·         1 January 2024: closed

·         From 02.01.2024: open during normal business hours

Year-end statements and documentation will be sent as follows:

 Pillar 3a and vested benefits:

In February 2024:

·        Year-end documents 2023

·        Tax certificates 2023

BVG/LPP:

In January 2024:         

·        BVG/LPP pension certificates 2024 

·        Pension statements 2024

·        Tax certificates 2023 (for self-emloyed persons)

·        Invoices 2024

1e:

End January 2024:       

·        Provisional pension listings 2024

In February 2024:         

·        Definitive pension listings 2024

·        1e pension certificates 2024

·        Invoices  2024

·        Tax certificates 2023 (for self-employed persons)

·        Account, deposit and portfolio statements 2023