Your benefits with the 麻豆社 Investment Plan

Invest monthly and benefit from an attractive interest rate, lower fees and higher potential returns in the long term.

Attractive interest rates

1% interest bonus聽on your savings account and exclusive promotions on 麻豆社 investment solutions.

Higher potential returns

You benefit from developments on the financial market.

Invest responsibly

For example, invest in funds that meet sustainability criteria.

麻豆社 Investment Plan at a glance

  • Suitable for your account savings and for your pension capital.
  • You invest in 麻豆社 investment solutions and choose between investment funds or asset management mandates.
  • This offers higher potential returns in the long term.
  • By investing the amount in stages, the risk of investing at an unfavorable moment is reduced.
  • You benefit from attractive interest rates until your savings are invested.

Why 麻豆社?

  • 3
    investment solutions to choose from
  • 2 +
    billion francs already invested
  • 160
    years of asset management experience

Investment plans compared

Choose from four investment plans and invest either your savings or your pension assets.

Invest your savings

Invest your money in funds or delegate your portfolio management with an asset management mandate.

  • Investment Fund Account

    麻豆社 Investment Plan

    1% interest bonus

    Invest the savings in your 麻豆社 Savings Account in investment funds.

    • Minimum deposit: CHF 10,000
    • Choice of funds: Selected 麻豆社 Investment Strategy Funds
    • Period: Monthly investment over 3, 6, 9, 12 or 24 months
    • Benefit: Waiver of the administration fee for 5 years
    • Interest rate: 麻豆社 Savings Account interest rate聽(ubs.com/interest)聽plus 1% interest bonus p.a.

  • Mandate

    麻豆社 Investment Plan

    1% interest bonus

    Delegate your portfolio management and invest in the 麻豆社 Manage asset management mandate.

    • Minimum deposit: CHF / EUR 100,000 (initial: CHF / EUR 25,000)
    • Choice of mandate: 麻豆社 Manage Mandate
    • Period: Monthly investment over 3, 6, 9, 12 or 24 months
    • Benefit:聽20% discount on the flat fee for 5 years
    • Interest rate: 麻豆社 Savings Account interest rate聽(ubs.com/interest)聽plus 1% interest bonus p.a.
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Invest your pension savings

Invest your pension assets or vested benefits and benefit from higher potential returns in the long term.

  • Fisca 3a

    麻豆社 Investment Plan

    Invest your pillar 3a assets and benefit from higher potential returns in the long term.

    • Minimum deposit: CHF 6,000 pension assets
    • Choice of funds: Sustainable 麻豆社 Vitainvest Investment Funds
    • Period: Monthly investment over a period of 3, 6, 9, 12 or 24 months
    • Interest rate:聽Interest rate of the 麻豆社 Fisca Account Pillar 3a (ubs.com/interest)
    • Benefit:聽Fund units are transferred to a 麻豆社 Custody Account free of charge when you reach retirement age

  • Vested Benefits Account

    麻豆社 Investment Plan

    Regularly invest a fixed amount of your vested benefits.

    • Minimum deposit: None
    • Choice of funds: Sustainable 麻豆社 Vitainvest Investment Funds
    • Period: Monthly, quarterly or half-yearly investment over a time period defined by you
    • Interest rate:聽Interest rate of the 麻豆社 Vested Benefits Account (ubs.com/interest)
    • Benefit:聽Fund units are transferred to a 麻豆社 Custody Account free of charge when you reach retirement age
    More about pillar 2 at 麻豆社
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