Only until 31.07.2024: interest of up to 1.75%

UBS Investment Plan

Stagger your investments – and benefit from attractive conditions.

  • Together we will define your strategy and the optimal investment amount.
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Your benefits with the UBS Investment Plan

Invest monthly and benefit from an attractive interest rate, lower fees and higher potential returns in the long term.

Attractive interest rates

Up to 1.75% interest on your savings account and exclusive promotions on UBS investment solutions.

Higher potential returns

You benefit from developments on the financial market.

Invest responsibly

For example, invest in funds that meet sustainability criteria.

UBS Investment Plan at a glance

  • Suitable for your account savings and for your pension capital.
  • You invest in UBS investment solutions and choose between investment funds or asset management mandates.
  • This offers higher potential returns in the long term.
  • By investing the amount in stages, the risk of investing at an unfavorable moment is reduced.
  • You benefit from attractive interest rates until your savings are invested.

Why UBS?

  • 0

    investment solutions to choose from

  • 0 +

    billion francs already invested

  • 0

    years of asset management experience

Find the right investment plan

  • UBS Investment Plan

    Fund account

    Until 31.07.2024: interest up to 1.75%

    Invest in UBS investment funds with a minimum of CHF 10,000.

    Special offer until 31 July 2024: 1% instead of 0.5% interest bonus p.a.

    • Minimum deposit: CHF 10,000
    • Waiver of the administration fee on the UBS Investment Fund Account / Custody Account for 5 years.
    • Investment horizon: medium to long term
    • The amount deposited in the UBS Savings Account is invested for a period of 3, 6, 9, 12 or 24 months.
    • UBS Savings Account interest rate (ubs.com/interest) plus 1% interest bonus p.a. on the amount deposited in the UBS Investment Plan but not yet invested.

  • UBS Investment Plan

    Mandate

    Until 31.07.2024: interest up to 1.75%

    The UBS Manage mandate requires a minimum investment of CHF / EUR 100,000.

    Special offer until 31 July 2024: 1% instead of 0.5% interest bonus p.a.

    • Minimum deposit: CHF / EUR 100,000
    • 20% discount on the flat fee for 5 years
    • Investment horizon: medium to long term
    • Following the initial investment of at least CHF / EUR 25,000, the amount deposited on the UBS Savings Account is invested over a period of 3, 6, 9, 12 or 24 months.
    • UBS Savings Account interest rate (ubs.com/interest) plus 1% interest bonus p.a. on the amount deposited in the UBS Investment Plan but not yet invested.
  • Invest pillar 3a assets

    UBS Investment Plan

    Fisca

    Invest retirement savings

    Invest your 3a pension assets (minimum investment CHF 6,000).

    • Minimum deposit: CHF 6,000 pension assets
    • Investment horizon: long term
    • The existing pillar 3a account balance is invested in sustainable UBS Vitainvest Investment Funds over a period of 24 months.
    • Standard interest rate (ubs.com/interest) plus 0.5% p.a. on the pillar 3a account balance not yet invested
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