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    Swiss financial & pension planning

    Swiss pension planning documentation

    Online form

    This page gathers the complete documentation related to the Pictet Pension Planning Foundations. Forms can be filled in on screen and printed off.

    All documents are in PDF format but you may order printed versions using our online order form.

    Pictet Vested Benefits Foundation

    2nd Pillar

    Account opening documents

    Documentation

    Brochure
    Monthly reports (Class P & I)
    Portfolio manager comments
    Bylaws
    Regulations
    List of fees

    Forms

    Open an account
    General power of attorney
    Right to information
    Request to change the investment strategy
    Request to amend the beneficiary clause
    Encouragement of home ownership
    Request to close
    Termination and order to transfer the beneficiary’s vested benefits
    Conditions of use for e-banking services
    Member profile questionnaire

    Pictet Individual Pension Foundation

    3rd Pillar A

    Account opening documents

    Documentation

    Brochure
    Monthly reports (Class P)
    Portfolio manager comments
    Memento
    Bylaws
    Regulations
    List of fees

    Forms

    Open an account
    General power of attorney
    Right to information
    Request to change the investment strategy
    Request to amend the beneficiary clause
    Encouragement of home ownership
    Request to close
    Termination and order to transfer the beneficiary’s 3rd Pillar A retirement assets
    Conditions of use for e-banking services
    Member profile questionnaire

    Find out more

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    US nationals and residents interested in our investment services should enter the site here to satisfy local legal requirements applying to the US.

    All site visitors should consult the legal notice for detailed local legal requirements applicable to your country and links to specific entities of the Pictet Group which are able to operate under those restrictions.

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