Liberty BVG Collective Foundation
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1 Liberty BVG Collective Foundation
2 Summary 1. Organisation of the Liberty BVG Collective Foundation 3 2. Liberty BVG Collective Foundation 4 3. Overview of services 5 4. BVG Pool Invest 6 5. BVG Pool Invest Key figures 7 6. Mandate Invest 8 7. Our advantages at a glance 9 8. Contact 10 2
3 Organisation of the Liberty BVG Collective Foundation Liberty is an independent foundation, established under Articles 80 et seq. of the Swiss Civil Code, with its registered office in Schwyz The purpose of the Foundation is to provide occupational benefits in accordance with the Federal Law on Occupational Retirement, Survivors and Disability Pension Plans (BVG/LPP) various ZBSA, Lucerne, the Regulatory Authority for pension institutions in central Switzerland Stephan Hegner various Barbara Bienek PKRück, Zurich c-alm AG, St. Gallen Liberty Pension Ltd, Schwyz Balmer-Etienne AG, Lucerne 3
4 Liberty BVG Collective Foundation Liberty BVG Collective Foundation organises and manages a complete range of pension fund solutions for small and medium-sized enterprises (SMEs). Flexible and minimum premium Affiliation possible with Risk premiums in accordance with market practice mandate Transparent reporting Simple and clear of pension assets under an external asset management 4
5 Overview of services Flexible pension plan design Personal consulting and guidance Clear, explicit documentation Liberty fees Companies with up to 50 employees CHF 350 p.a. Companies with up to 150 employees CHF 300 p.a. Companies with over 150 employees CHF 250 p.a. 5
6 BVG Pool Invest Classical, simple and secure collective solutions. An alternative to conventional insurance solutions. The Board of Trustees decides the investment strategy and you do not have to carry the investment risk. As an employer, you are free to focus on your core business. Active asset management Strategic selection of investment classes Tactical implementation of strategic asset allocation Risk Management Identification and selection of risk sources Quantified risk budget depending on investment horizon 6
7 BVG/LPP Pool Invest Key figures Strategic asset allocation Bandwidths Receivables 0 100% Equities 0 40% Real Estate 0 30% Alternative investments 0 20% 7
8 Mandate Invest Mandate Invest from CHF 8mn in pension assets and 50 employees As an employer, you wish to have a say in your company s occupational benefits plan From CHF 8mn in pension assets and 50 employees, you can decide the investment strategy yourself Customised securities solutions Separate financial statements under GAAP FER 26 Large selection of custodian banks BVV2/OPP2 compliance monitored by the Foundation Advantageous fee structure Liberty fees Membership administration CHF 100 per member Foundation fee 0.25% p.a. 8 All fees charged by banks, investment funds and asset managers are additional. Any asset management retrocessions will be credited to the pension fund.
9 Our advantages at a glance Free Total thanks to our independence Internal guarantees data ownership, high quality and the highest degree of customisation Tailor-made Various Flexible occupational Strong Lowest (corporate logo, designation and specific contact officer) (also available as white label) including presentations, fact sheets and webtools for progressive employers for pay-outs to foreign residents 9
10 Contact Milchstrasse 14 PO Box 733 CH-6431 Schwyz Hausmatt 1 CH-6423 Seewen-Schwyz Tel welcome@liberty.ch Flugplatzstrasse 5 CH-8404 Winterthur Tel welcome@liberty.ch Phone Fax welcome@liberty.ch Chemin Ami-Argand 9 CH-1290 Versoix Tél bienvenue@liberty.ch Igelweid 22 CH-5000 Aarau Tel welcome@liberty.ch Heidenerstrasse 1a CH-9450 Altstätten Tel welcome@liberty.ch Milchstrasse 14 CH-6431 Schwyz Tel benvenuti@liberty.ch 10
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