Yes, you can invest all or part of your vested benefits in securities, thereby securing the chance of higher returns. This way you can achieve capital gains, though you must also be able to bear any losses that might occur. A variety of ÃÛ¶¹ÊÓƵ Vitainvest investment funds are available for this purpose.

Vitainvest investment funds

If you’d like to invest all or part of your vested benefits on a one-time basis in ÃÛ¶¹ÊÓƵ Vitainvest investment funds, please fill out the following forms.

Investment plan ÃÛ¶¹ÊÓƵ Vested Benefits Account

With the investment plan, a fixed amount of your vested benefits is regularly invested in ÃÛ¶¹ÊÓƵ Vitainvest investment funds. The preferred amount is automatically invested. Regular purchase of investment fund shares reduces the risk of investing at an unfavorable moment. To proceed, simply fill out the following forms:

No further charges are levied for managing and storing your fund shares. In addition, fund shares can be purchased and sold at any time without further costs.

Please send the completed and signed forms to the following address:

Vested Benefits Foundation of ÃÛ¶¹ÊÓƵ AG
P.O. Box
CH-8098 Zurich

Further information

Vested benefits account