Swiss Life Premium Define allows you to invest in a selected fund from a given investment area – as an individual investment or as an addition to your current investments and according to your risk profile.
1/3 of Swiss are investors
Accumulating capital is among the main ambitions of Swiss under 40
Selection of professionally chosen top funds
In a nutshell
Would you like to invest strategically in a certain asset class, whether as a means of diversification, as risk protection or to access an interesting investment theme? Swiss Life Premium Define offers you high-quality funds in a range of asset classes, including bonds, convertible bonds and real estate. Swiss Life Premium Define lets you invest in a selected individual fund. The investment solution can be used to enhance your existing investments or as a stand-alone solution.
Your benefits at a glance
- Strategic: Swiss Life Premium Define gives you the opportunity to invest strategically in a specific asset class or investment theme.
- Quality assurance: the funds available for selection are subject to continuous quality control.
- Optimal enhancement: Swiss Life Premium Define enables you to optimally enhance your current investments.
Make an appointment for a consultation
Are you interested in Swiss Life Premium Define, or do you have questions? Then contact us today.
To range of funds
More about the product
Swiss Life is the market leader in Switzerland for pensions and long-term savings.
We offer you goal-oriented, comprehensive consulting on all subjects relevant to your personal pension and financial planning. With Swiss Life – a leading asset manager with over 150 years of experience in the management of customer assets – you benefit from this comprehensive expertise through our Swiss Life Premium Define investment offer.
Deposits of CHF 1000 and higher are possible as one-time payments, CHF 100 as regular payments, CHF 20,000 for withdrawal plans.
You can withdraw your money at any time by selling units on trading days.
We work with the following partners:
Lienhardt & Partner Privatbank Zürich AG
Founded in 1868, Lienhardt & Partner Privatbank Zürich AG has a wealth of experience and expertise in the investment and pensions business, with real estate and in private banking. With Swiss Life Premium Define, the bank assumes responsibility for custody account and account management. The bank is licensed by the Swiss Financial Market Supervisory Authority (FINMA) and is a member of the Swiss Bankers Association (SBA).
Would you like to combine assets from different sources at Swiss Life and invest them? Then the starter account is the right solution for you. You invest a larger amount in one of our investment solutions. At the same time, a standing order is set up which enables you to invest additional money each month in the desired investment solutions. The interest rate is: 0%.
You can choose from among regular deposits, a one-off deposit and a withdrawal plan.
Money market, bonds, convertible bonds, real estate, stocks, capital protection, commodities/gold
Invest in a first-class fund
Swiss Life Premium Define
Relevant investment themes - entirely according to your preferences
Swiss Life Premium Preference
Asset management - delegate your investment decisions to our experts
Swiss Life Premium Delegate
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