Important documentation for you - PensFree and UBS Western Switzerland
PensFree und UBS Switzerland AG
Would you like to know what you need to do to simply apply for a vested benefits custody account with the custodian bank UBS Switzerland AG?
To open a vested benefits account, please fill out the following forms «Retirement Benefits Agreement» and «Strategy sheet» below and send the documents directly to: info@pensfree.ch. Please submit the payment instructions to your previous pension fund or vested benefits institution.
We are happy to answer any questions you may have.
Contacts
Teodora Toma
Partner, Head of Advisory Vested Benefits & 3a, Managing Director Pens3a
Roland Sager
Relationship Manager
Muala Musli
Relationship Manager
Dennis Volkart
Relationship Manager
Livio Candrian
Relationship Manager