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.

In brief

Would you like to invest in a special asset class in a self-determined manner, whether for diversification, as risk protection or as an entry into 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. It can be used to enhance your existing investments or as a stand-alone solution.

Your advantages at a glance

  • Strategic: Swiss Life Premium Define gives you the opportunity to invest strategically in a specific asset class or investment theme – and thus to plan your financial future self-determinedly.
  • 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.

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. Swiss Life is a leading asset manager with over 150 years of experience in managing customer assets. With our Swiss Life Premium Define investment offer, you benefit from this comprehensive expertise.

Deposits of CHF 1000 and higher are possible as one-time payments, CHF 100 as regular payments and 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, equities, capital protection and commodities/gold.

Product comparison

  • Invest in a first-class fund

    Swiss Life Premium Define

    • Select investment funds yourself
    • Various individual funds
  • Relevant investment themes – entirely according to your preferences

    Swiss Life Premium Preference

    • Select preferred investment theme
    • Six investment themes
  • Asset management – delegate your investment decisions to our experts

    Swiss Life Premium Delegate

    • Delegate investment decisions
    • Actively managed fund portfolios

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