Facts and figures regarding the 3a employee benefits foundation.

Portrait

Historical overview
Foundation date: 06.07.2005
Name of employee benefits institution upon foundation:
Banca del Gottardo Employee Benefits Foundation
Purpose:
The purpose of the foundation is to enable natural persons to make contributions to individual tax-qualified provisions (Pillar 3a) pursuant to the Federal Law on Occupational Retirement, Survivors’ and Disability Pension Plans (BVG) and the Ordinance on the Fiscal Deduction of Contributions to Recognised Pension Plans (BVV 3). It accepts pension assets for this purpose.
Name change in October 2008:
Swiss Life 3a Employee Benefits Foundation
General
Auditor: KPMG AG, Zurich

3a interest account: Current interest rate: 0.325 %

3a securities account: Three investment groups

Lienhardt & Partner Privatbank Zurich

www.lpz.ch