Helvetia LOB Invest Group Foundation

Reporting
Pool investments	coverage rate asset Allocation performance

Generl information
Board of foundation	The board of foundation of Helvetia BVG Invest consists of an equal number of employer and employee representatives of the associated companies (pension funds). Elections are held every five years.
Pension model	Semi-autonomous solution in which the risk benefits death and disability are guaranteed by Helvetia Insurance. The age risk is borne by the foundation itself.
Foundation management	Helvetia Insurance, Basel
Investment management	Helvetia Investment Foundation, Basel
Supervisory authority	cantonal or regional office for the supervision of vested benefits
Auditors	KPMG, Zurich
Pension fund actuary	BERAG, Beratungsstelle für die 2. Säule AG, Basel
Additional information	Helvetia LOB Invest Group Foundation - information sheet board of trustees - information sheet
Our pension solution	Helvetia LOB invest

Legal documents
In the following you will find all the legal documents that govern the different legal relationships of Helvetia LOB Invest Group Foundation:
Legal relationship with employees	general regulation provisions 01/2018 general regulation provisions 01/2017
Legal relationship with companies	sample contract of association (The foundation instrument as well as the costs, organisation rules and election rules form an integral part of the contract of association.)

Coverage rate