Why should I open a vested benefits account with ePlix?
Opening an account with ePlix is done digitally. The process requires that you have a mobile number, a private email address, your identity card or passport, and your social security number (formerly your OASI number). You do not need to send us any documents by post.
Our provider offers you tailored investment strategies - and you have the option to independently determine your Tellco investment strategy according to your preferences.
You can update your Tellco investment strategy on a flexible basis at any time as well as do everything directly in ePlix, of course - on a digital and fully automatic basis.
If you withdraw your vested pension assets and move your residence definitively outside of Switzerland, you will benefit from an attractive advantage in terms of withholding tax. The withholding tax that becomes due upon payout of the pension capital is payable in the pension fund's canton of domicile. Our provider is located in the canton of Schwyz - the canton with the lowest tax rate by far.
You enjoy a high level of security. The private pension assets held in securities are regarded as special assets and are fully protected in the event of insolvency on the part of the provider. If insolvency occurs, vested benefits of up to CHF 100,000.00 are treated as privileged when the account is closed.
Our provider has many years of experience and manages total assets of more than CHF 7.9 billion.