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Helvetia Indi­Ca Group Foun­dation

The Helvetia IndiCa Group Foundation, which was founded in 2014, offers flexible and individual solutions for cadre employee benefit schemes and additional pension provisions allowing the employees of the associated companies to select their own investment strategies. The old-age savings can be individually managed and invested for each insured person on the basis of their personal risk capacity and risk tolerance. The investment strategy can be modified if conditions change.
General information
Foundation year 2014
Board of foundation The board of foundation of Helvetia IndiCa is made up of employee and  employer representatives from the associated companies (pension funds).
They are elected every five years and for the first time when a sufficient number of companies are associated with the group foundation.
Pension model
Partially autonomous solution for the parts of an employee’s salary exceeding one and a half times the upper limiting amount according to art. 8, para 1 LOB. The risk benefits for death and disability are guaranteed by Helvetia Insurance. The risk for the retirement benefits are borne by the company associated with the group foundation and its insured persons.
Foundation management
Helvetia Insurance, Basel
Investment management
Advice and reporting
Notenstein La Roche Private Bank, St. Gallen
Supervisory authority
cantonal or regional office for the supervision of vested benefits
Auditors
KPMG AG, Zurich
Pension fund actuary
BERAG, Beratungsstelle für die 2. Säule AG, Basel
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