Open a 3rd Pillar A account

Tied
individual retirement savings (3rd Pillar A)

If you’d like to open a tied individual retirement saving account (3rd Pillar A), please follow the steps outlined below:

Determine your investor profile

To choose the portfolio that best suits your circumstances, you first have to determine your “risk appetite” or tolerance to fluctuations in the value of your assets, and the expected duration of your investment.

Questionnaire: client profile

Choose a portfolio or allocation

You are free to allocate the retirement savings capital to one or more of the seven available portfolios.

If you are willing to incur risks, you might
prefer a portfolio with a higher percentage of equities. You could achieve greater capital appreciation, provided that you are able to withstand potentially higher fluctuations from one year to another.

The chart shows which portfolio(s) might best meet your investment goals.

Pay in the amounts you wish

You are free to decide how much and how often
you pay in, although such payments are capped according to the maximum tax-deductible amount each year. You may also transfer into your account held with our foundation some or all of the capital vesting with another institution offering tied retirement saving possibilities.

Investment portfolios

Contact, documents and useful links

Pascal Kessler
Expert Pension Fund

Contact our expert