Pension funds working together with the Tellco Vested Benefits Foundation can request the opening of individual accounts for insured leaving the fund. The insured persons benefit from more flexibility and the tax advantages offered by the Canton of Schwyz.
Our services – offered free of charge – include the opening of a vested benefits account online, by mail or by electronic data transfer, the establishment of personal contact with the insured, and the provision of information on conditions, benefits and investment vehicles to the insured.
Are you interested? Pension funds can open an account or custody account here.
You can, of course, also send us larger files in electronic format. The required template can be found here.Submit bulk Data