The Unabhängige Freizügigkeitsstiftung Schwyz (Independent Vested Benefits Foundation Schwyz) was founded in 2016 through a collaboration between Lienhardt & Partner Privatbank Zürich AG and Sparkasse Schwyz AG.

What do we offer?

We offer account and investment solutions for your vested benefits assets. You can choose between five strategies.

Interesting conditions for payouts due to final departure from Switzerland.

Advantages of our pension solutions

• Pension solution from a single source: foundation – custodian bank – asset management
• Free and individual choice of investment strategy
• Tax advantage due to foundation domicile in the Canton of Schwyz (low withholding tax if you move away or live abroad)
• Possible from an amount of CHF 50,000

Further information and regulations can be found here.

Do you have vested benefits and would like to invest them individually in ETFs or individual investments?

Overview of the "Schwyzer"-solution ufsz

• Interest rate 0.10% p.a.
• With investment solution: minimum investment of 50% of the vested benefits assets, all-in fee 0.60% p.a.
• With account solution: all vested benefits assets earn interest on the account, foundation fee 0.10% p.a.

Opening process

Please send us the completed application form (cash- or investement solution) together with a copy of your ID by post.

Further information can be found in our Factsheet.

Opening Cash Solution 

Opening Investment Solution

Opening with direct payout (due to leaving switzerland)

Change of beneficiary regulations

Applications for payout in various languages on request.

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