Regionalbanken
Compare Invest is a tool for Swiss regional banks and savings and loans institutions offering private and corporate clients modern, customised and integrated pension and investment solutions for the 2nd and 3rd pillars.
To take full advantage of the platform's functionalities, we recommend that you first register. Your advantages:
- You can compare 2nd and 3rd pillar investment products and create custom-ised virtual portfolios for your clients.
- You can realise the virtual portfolios through Liberty - under BVG Fund Invest, Multi Fund Invest or Mandate Invest with an asset management mandate.
- You can transfer your the members of your existing pension scheme to Liberty. Liberty will provide you competent support.
- As a Liberty cooperation partner you can act as the account-holding and cus-todian bank, thus ensuring that your clients' pension assets (deposits and se-curities) remain on your books.
Interested? Register as a cooperation partner now or contact us directly.
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