0.5% interest bonus

UBS Investment Plan

Stagger your investments – and benefit from attractive conditions.

  • Together we will define your strategy and the optimal investment amount.

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.

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Invest your pension savings

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

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