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Helvetia investment products. Investing with insurance coverage.

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Want to invest your money for a fixed period? With Helvetia investment products you can put your funds into endowment insurance that offers attractive guarantees and the chance of additional earnings. What is more, you can benefit from the tax breaks available under Pillar 3b.
Attractive potential gains that are regularly hedged
Guaranteed benefits at maturity and in the event of your death
Swiss federal stamp duty of 2.5% paid by Helvetia
What purposes are Helvetia investment products suitable for?
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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
  • A guaranteed minimum benefit ensures the risks are manageable on maturity
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To supplement pension insurance
  • Supplement your existing pension insurance with an investment product
  • The attractive investment strategy enables you to optimize your pension insurance
  • Include the guaranteed minimum benefit at maturity in your pension plan
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To optimize your taxes
  • Helvetia pays the Swiss federal stamp duty of 2.5% for you
  • During the contract term, you need only declare the surrender value of the product as an asset in your tax return
  • If you purchase the product at age 50 or later, the payout at maturity is exempt from income tax in certain circumstances
Limited offer. Available until 7 June 2024 at the latest.

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A free consultation without obligation
A personal pension analysis and insurance proposal
Over the phone, in your home or at an agency close to you
Make an appointment today
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