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Performance plan

Helvetia Performance Plan

The fund-tied insurance Helvetia Performance Plan allows you to benefit from attractive yield opportunities from first-rate fund investments. At the same time, you are individually hedging your financial obligations thanks to a guaranteed lump-sum payable on death.

  • Attractive funds combined with individual benefit coverage
  • Guaranteed lump-sum payable on death protects your family and partner
  • First-rate investment funds from various renowned fund providers
  • Professional fund management
  • Tax benefits in the tied and flexible pension provision

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