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Helvetia investment products. Investing with insurance coverage.

Q: Are there Helvetia investment products that also comply with Pillar-3a requirements?

No, Helvetia investment products with a fixed contract term are offered only under Pillar 3b.

Q: How much money can I invest?

You can purchase a Helvetia investment product for a one-time payment of as little as 15,000 francs. The investment has an upper limit of 2 million. However, we recommend you get comprehensive advice before making any decisions, so as to ensure that your investment fits exactly with your overall pension plan.

Want to invest your money for a fixed period? With Helvetia investment products you can put your funds into endowment insurance that offers attractive earnings. What is more, you can benefit from the tax breaks available under Pillar 3b.

Attractive potential gains

Guaranteed benefits in the event of your death

Tax benefits at age 50 or later

What purposes are Helvetia investment products suitable for?

As a fixed-term investment

You invest a lump sum for a fixed period
The investment strategy means you participate in the performance of the world’s key markets

To supplement pension insurance

Supplement your existing pension insurance with an investment product
The attractive investment strategy enables you to optimize your pension insurance

To optimize your taxes

If you purchase the product at age 50 or later, the payout at maturity is exempt from income tax in certain circumstances

As a fixed-term investment

You invest a lump sum for a fixed period
The investment strategy means you participate in the performance of the world’s key markets

To supplement pension insurance

Supplement your existing pension insurance with an investment product
The attractive investment strategy enables you to optimize your pension insurance

To optimize your taxes

If you purchase the product at age 50 or later, the payout at maturity is exempt from income tax in certain circumstances

How do Helvetia investment products work?

Helvetia investment products are endowment insurance contracts with a fixed term. They are financed via a one-off investment. The investment strategy enables you to participate in the performance of the key investment markets throughout the contract term.

The right offer for everyone

Thanks to a range of investment strategies, the choice is yours.

Helvetia Trendmarket with guaranteed maturity benefit for greater security
Helvetia Equity Plus with a high chance of lucrative returns
Financing with a one-time investment starting from 15,000 francs

The right offer for everyone

Thanks to a range of investment strategies, the choice is yours.

Helvetia Trendmarket with guaranteed maturity benefit for greater security
Helvetia Equity Plus with a high chance of lucrative returns
Financing with a one-time investment starting from 15,000 francs

Participate in attractive market performance

Harness the potential growth of the world’s key markets.

The investment strategy taps potential gains in the key markets
No upper limit on potential growth

Participate in attractive market performance

Harness the potential growth of the world’s key markets.

The investment strategy taps potential gains in the key markets
No upper limit on potential growth

Covering obligations should you die

Ease the strain on your loved ones and cover your financial obligations.

Guaranteed lump-sum death benefit during the entire contract term
Lump-sum death benefit preserves the value of your investment
You are free to claim Pillar-3b tax breaks

Covering obligations should you die

Ease the strain on your loved ones and cover your financial obligations.

Guaranteed lump-sum death benefit during the entire contract term
Lump-sum death benefit preserves the value of your investment
You are free to claim Pillar-3b tax breaks

The right offer for everyone

Thanks to a range of investment strategies, the choice is yours.

Helvetia Trendmarket with guaranteed maturity benefit for greater security
Helvetia Equity Plus with a high chance of lucrative returns
Financing with a one-time investment starting from 15,000 francs

The right offer for everyone

Thanks to a range of investment strategies, the choice is yours.

Helvetia Trendmarket with guaranteed maturity benefit for greater security
Helvetia Equity Plus with a high chance of lucrative returns
Financing with a one-time investment starting from 15,000 francs

Participate in attractive market performance

Harness the potential growth of the world’s key markets.

The investment strategy taps potential gains in the key markets
No upper limit on potential growth

Participate in attractive market performance

Harness the potential growth of the world’s key markets.

The investment strategy taps potential gains in the key markets
No upper limit on potential growth

Covering obligations should you die

Ease the strain on your loved ones and cover your financial obligations.

Guaranteed lump-sum death benefit during the entire contract term
Lump-sum death benefit preserves the value of your investment
You are free to claim Pillar-3b tax breaks

Covering obligations should you die

Ease the strain on your loved ones and cover your financial obligations.

Guaranteed lump-sum death benefit during the entire contract term
Lump-sum death benefit preserves the value of your investment
You are free to claim Pillar-3b tax breaks

The possibilities at a glance

Helvetia Trendmarket

Helvetia Trendmarket offers a guaranteed minimum benefit on maturity, participates in the profit potential of the world’s most important markets via a high-growth investment strategy and periodically secures any profits achieved with a hedging mechanism.

Benefit upon contract maturity guaranteed by a bank partner
Participation in the performance of the world’s most important markets
Periodic hedging of generated profits
Death benefit guaranteed by Helvetia

You can find more information in our Helvetia Trendmarket customer flyer

Helvetia Trendmarket

Benefit upon contract maturity guaranteed by a bank partner
Participation in the performance of the world’s most important markets
Periodic hedging of generated profits
Death benefit guaranteed by Helvetia

You can find more information in our Helvetia Trendmarket customer flyer

Helvetia Equity Plus

Helvetia Equity Plus uses a high-growth, equity-oriented investment strategy to participate in the performance of selected global and Swiss equities – with a buffer against possible market declines.

No guaranteed minimum benefit on contract maturity
Participation in the performance of the world’s most important equities
Partial cushioning of market declines through the addition of gold and a smart investment mechanism
Death benefit guaranteed by Helvetia

You can find more information in our Helvetia Equity Plus customer flyer

Helvetia Equity Plus

Helvetia Equity Plus uses a high-growth, equity-oriented investment strategy to participate in the performance of selected global and Swiss equities – with a buffer against possible market declines.

No guaranteed minimum benefit on contract maturity
Participation in the performance of the world’s most important equities
Partial cushioning of market declines through the addition of gold and a smart investment mechanism
Death benefit guaranteed by Helvetia

You can find more information in our Helvetia Equity Plus customer flyer

Limited offer. Inform today, invest tomorrow.

Available until 5 december 2025 at the latest.

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Your questions. Our answers.

Are there Helvetia investment products that also comply with Pillar-3a requirements?

Can I save taxes with Helvetia investment products?

Federal government tax breaks for Pillar-3b products are not as generous as for Pillar 3a. The tax benefits are nevertheless worthwhile, especially if you are at least 50 years old when you conclude the contract. In that case, the payout at maturity is exempt from income tax, provided:

The policyholder has reached age 60 at the time of the payout and
The contract was concluded before reaching age 66 and
The payout is made after a contract term of at least five years and
The policyholder and the insured are the same person

How much money can I invest?

Request an offer or consultation now.

We’ll be happy you to help with any questions you may have and find the right solution together with you.

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Helvetia investment products. Investing with insurance coverage.

As a fixed-term investment

To supplement pension insurance

To optimize your taxes

As a fixed-term investment

To supplement pension insurance

To optimize your taxes

Your questions. Our answers.

Are there Helvetia investment products that also comply with Pillar-3a requirements?

Can I save taxes with Helvetia investment products?

How much money can I invest?

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