Vested benefits solution

Vested benefits account opening

• Open vested benefits account (FZS)
• Can I open several vested benefits accounts at once?
• Why should I open a vested benefits account?
• Why should I open a vested benefits account with ePlix?
• I only want an account solution at the beginning, how do I have to proceed?

Transfer of vested benefit assets

• How much time do I need to allow until I have the pension assets in my private account (vested benefits) ?
• Do I have to submit a copy of the departure statement?
• Will my pension assets be taxed when they are paid out (vested benefits)?
• Is it possible to have my pension assets transferred to a foreign bank account (vested benefits)?
• Transfer to another pension fund
• QR deposit slip vested benefits and transfer (FZS)

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Account or portfolio solution?

• Why should I invest my pension assets in securities?
• Account and securities savings in pension : What is the difference?

Portfolio - Investment strategy

• Which investment strategies can I choose?
• Is it possible to delete a securities order after the strategy change?
• How can I adjust my investment strategy?
• I tried to update my Tellco investment strategy, and it did not work.

Portfolio - Investment - Questions

• Can I invest 100% in shares?
• How can I put together an individual strategy with ETFs in a pension portfolio?
• What is the minimum investment amount for which my transactions will be executed?

Portfolio - Costs

• Are there additional costs for theme funds?
• What costs are incurred when investing in a Tellco Classic Strategy Fund?
• What costs are incurred in the individual investment strategy for transactions?

Portfolio - System questions

• How can it happen that more than 100% is invested?
• Which method of calculating the return is used?
• How long does it take for my securities order to be processed?
• What do we mean by automatic rebalancing and when is this carried out?

Documents

• Request an account statement from the foundation
• Account statement / portfolio statement received (vested benefits)
• Do I receive receipts or statements in paper form?

Information on the vested benefits solution

• Can I withdraw my pension assets if I have made voluntary purchases into the pension fund?
• What is meant by portfolio (vested benefits) ?
• Can I make voluntary contributions to the vested benefits account?
• Do I need to pay tax on my vested benefits assets?

Withdrawal of vested benefits / payout

• What are the tax implications of my pension assets being paid out in my new country of residence (vested benefits) ?
• How can I apply for a reclaim of source tax (vested benefits) ?
• Where can the necessary documents be obtained abroad?
• UntitledWhere can the necessary documents be obtained in Switzerland?
• What documents do I need to claim payment of my pension assets (vested benefits)?
• When can I withdraw my vested benefits?