UBS Optio 1e Collective Foundation

In Switzerland, salary components above CHF 132,000 (currently) may be insured in a 1e plan. The name refers to article 1e of the Federal Law on Occupational Retirement, Survivors’ and Disability Pension Plans (BVV 2). The main advantage for 1e plan participants is that they can choose the investment strategy for their pension assets in the 1e plan themselves. As a result, the investment strategy can be regularly adapted to a person’s personal risk capacity and individual investment horizon.

Employers (especially GmbH or AG) with employees who receive an annual salary of more than CHF 132,300 (as of 2023) can join the UBS Optio 1e Collective Foundation. Contact us by email (1e_support@ubs.com) for a personalized offer.

Please contact ubsoptio1e@equateplus.com.