Facts and figures of the Helvetia LOB Invest Group Foundation

Archive of the annual reports of the Helvetia LOB Invest Group Foundation

^{*This value is based on extrapolations and is not revised.}

Conversion rates

All information on the conversion rates is available for download here.

Conversion rates 2023 – for insured persons as of 2020
Conversion rates 2023 – for insured persons before 2020
Conversion rates from 2024

Legal documents

Video – Pension fund regulations

The currently valid legal documents that govern the different legal relationships of Helvetia LOB Invest Group Foundation can be found here below:

The General Regulation Provisions have been revised and made clearer and more readable. The annexes to the General Regulation Provisions (organization and partial liquidation regulations) are also managed as separate regulations. The numbering in benefit plans issued before 01.01.2020 may therefore differ from the numbering in General Regulation Provisions issued at a later date. In such cases, please refer to the subject sections.

Legal relationship with employees

general regulation provisions
organization rules
partial liquidation rules
investment rules

Legal relationship with companies

sample contracts of association (The foundation instrument as well as the costs, organisation rules and election rules form an integral part of the contract of association.)

Payment details:

Credit Suisse (Switzerland) AG, 8070 Zurich

IBAN-No.: CH55 0483 5127 1431 7100 0
In favour of: Helvetia LOB Invest Group Foundation, St. Alban-Anlage 26, 4002 Basel
BIC/SWIFT Code: CRESCHZZ80A