For the year 2022, the insured persons of Helvetia LOB Invest Group Foundation will receive a voluntary contribution of 0.20% from Patria Genossenschaft in addition to the guaranteed interest. The credit will be made on 01.01.2023.
*This value is based on extrapolations and is not revised.
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
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.
general regulation provisions
partial liquidation rules
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.)
The Board of Trustees of the Helvetia LOB Invest Group Foundation has been elected for the term of office 2020 to 2025.
Michael Siber, Netrics Zürich AG, Opfikon
Tecla Solari, TechLA GmbH, Bäch SZ
Rebecca Luperto, LEXO GmbH, Teufen AR
Christoph Abt, Hess Holzbau AG, Ziefen BL
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