With Swiss Life Premium Define, you can invest in a selected fund from a specific investment universe – either as a stand‑alone investment or as a complement to your existing portfolio, aligned with your risk profile.
Overview
Would you like to take a self-determined approach and invest in a specific asset class – whether for diversification, risk protection or to gain access to an attractive investment theme? Swiss Life Premium Define offers high‑quality funds across a range of asset classes. Swiss Life Premium Define enables you to invest in a selected individual fund. It can be used either to complement your existing investments or as a stand-alone solution.
Your advantages at a glance
- Strategic: With Swiss Life Premium Define, you can invest strategically in a specific asset class or investment theme – helping you to plan your financial future with self-determination.
- Quality assurance: The funds available for selection are subject to continuous qualitative monitoring.
- Ideal complement: Swiss Life Premium Define rounds out your existing investment setup in a targeted way.
Download
- Swiss Life Premium Define factsheet Basic
- Swiss Life Premium Define factsheet Strategic solution
- Overview of Swiss Life Premium investment solutions
- List of Fees Basic
- List of Fees Strategic solution
- Factsheet Payment account
- Swiss Life Wealth Management Ltd’s information brochure on the Financial Services Act (FinSA)
Make an appointment for a consultation
Are you interested in Swiss Life Premium Define, or do you have questions? Then contact us today.
More about Swiss Life Premium Define
Swiss Life is Switzerland’s leading provider of life and pensions solutions.
We offer targeted, holistic advice covering all aspects of your personal financial planning. Swiss Life is also a leading asset manager with over 150 years of experience in managing client assets. With Swiss Life Premium Define, you benefit directly from this extensive expertise.
Investments are possible from: CHF 1000 for a one‑time investment, CHF 100 for regular contributions, and CHF 20 000 for withdrawal plans.
You may withdraw your money at any time by selling fund units, subject to the applicable trading days.
We work with the following partner:
Lienhardt & Partner Privatbank Zürich AG
Founded in 1868, Lienhardt & Partner Privatbank Zürich AG has extensive experience and expertise in the investment and pensions business, real estate and private banking. For Swiss Life Premium Define, the bank is responsible for custodial and account services. The bank is licensed by the Swiss Financial Market Supervisory Authority (FINMA) and is a member of the Swiss Bankers Association (SBA).
You can choose between regular deposits and a one-time investment.
Product comparison
-
Relevant investment themes – entirely according to your preferences
-
Asset management – delegate your investment decisions to our experts