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

0.5% interest bonus 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

Investment plans compared

Choose from four investment plans and invest either your savings or your pension assets.

Invest your savings

Invest your money in funds or delegate your portfolio management with an asset management mandate.

  • Investment Fund Account

    UBS Investment Plan

    0.5% interest bonus

    Invest the savings in your UBS Savings Account in investment funds.

    • Minimum deposit: CHF 10,000
    • Choice of funds: Selected UBS Investment Strategy Funds
    • Period: Monthly investment over 3, 6, 9, 12 or 24 months
    • Benefit: Waiver of the administration fee for 5 years
    • Interest rate: UBS Savings Account interest rate (ubs.com/interest) plus 0.5% interest bonus p.a.

  • Mandate

    UBS Investment Plan

    0.5% interest bonus

    Delegate your portfolio management and invest in the UBS Manage asset management mandate.

    • Minimum deposit: CHF / EUR 100,000 (initial: CHF / EUR 25,000)
    • Choice of mandate: UBS Manage Mandate
    • Period: Monthly investment over 3, 6, 9, 12 or 24 months
    • Benefit: 20% discount on the flat fee for 5 years
    • Interest rate: UBS Savings Account interest rate (ubs.com/interest) plus 0.5% interest bonus p.a.
Slide 1-2

Invest your pension savings

Invest your pension assets or vested benefits and benefit from higher potential returns in the long term.

  • Fisca 3a

    UBS Investment Plan

    Invest your pillar 3a assets and benefit from higher potential returns in the long term.

    • Minimum deposit: CHF 6,000 pension assets
    • Choice of funds: Sustainable UBS Vitainvest Investment Funds
    • Period: Monthly investment over a period of 3, 6, 9, 12 or 24 months
    • Interest rate: Interest rate of the UBS Fisca Account Pillar 3a (ubs.com/interest)
    • Benefit: Fund units are transferred to a UBS Custody Account free of charge when you reach retirement age

  • Vested Benefits Account

    UBS Investment Plan

    Regularly invest a fixed amount of your vested benefits.

    • Minimum deposit: None
    • Choice of funds: Sustainable UBS Vitainvest Investment Funds
    • Period: Monthly, quarterly or half-yearly investment over a time period defined by you
    • Interest rate: Interest rate of the UBS Vested Benefits Account (ubs.com/interest)
    • Benefit: Fund units are transferred to a UBS Custody Account free of charge when you reach retirement age
    More about pillar 2 at UBS
Slide 1-2