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Introduction to the Fee Schedule

Market-consistent,

because our prices are competitive.

Simple,

because each service has a set price.

Transparent,

because only we provide such price lists.

Fees

3a retirement savings account CHF 0.00
Securities account CHF 0.00
Collecting 3rd pillar assets CHF 0.00
Fees on fixed assets Max. 0.40 %
Early withdrawal per case with residence in Switzerland CHF 400.00
Advance withdrawal per case with residence abroad CHF 600.00
Pledge per case CHF 0.00
Standard Service – Handling fee per account CHF 475.00
Premium Service – handling fee per account with express transfer within 10 business days CHF 950.00
Obtaining confirmation of departure in Switzerland CHF 50.00
Obtaining the social security certificate EU/EFTA country CHF 100.00
Reclaiming the withholding tax from the tax office of the Canton of Schwyz CHF 475.00
Transfer to other pension funds CHF 0.00
Retirement (CH) CHF 0.00
Independence, IV, death CHF 250.00
Deliveries of securities (total fee per position) CHF 250.00
Address research CHF 50.00
Change of strategy CHF 0.00
Liberty Connect (online access) CHF 0.00

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