Groupe Mutuel offers vested benefits solutions to suit all investor profiles. You can choose between a 100% digital investment solution and a tailor-made solution.
Thanks to our digital platform, you can open a vested benefits account in just a few clicks! After you have defined your risk profile using a questionnaire, the platform will suggest an investment strategy tailored to your needs from among five high-performance strategies offered by Groupe Mutuel Asset Management. This high-performance, secure investment solution is available for investments starting at CHF 30,000.
The account can be opened directly on the digital platform via a link that will be sent to you.
Permanent access to your data and to the performance of your portfolio.
Depending on your risk profile, an investment strategy is suggested from among five predefined solutions.
Opportunity to invest in more efficient investments than a savings solution.
No hidden or separately invoiced fees.
Low fees thanks to the digital platform.
A sustainable and responsible investment policy
(environmental, social, governance).
Monitoring by an independent external company.
You get to benefit from a tax-neutral environment: no tax on income or interest return and dividends.
With the bespoke solution, you will define all the parameters with your asset manager, such as the investment strategy or the custodian bank.
This solution can be tailored to your risk profile and is available for investments starting at CHF 150,000.
Define your own investment strategies.
Invest in higher-performing investments.
No hidden fees.
No income tax or tax on interest and dividends.
Do you have any questions about the vested benefits solutions offered by Groupe Mutuel?
Our advisers will be happy to answer any questions you may have.
Monday to Friday,
from 8.00 to 12.00 and 13.30 to 17.00
Opsion Vested Benefits Foundation
Rue des Cèdres 5
P.O. Box
1919 Martigny
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