A foundation with an open architecture
The Opsion Vested Benefits Foundation is designed to bring together asset managers and private individuals for the management of occupational pension assets.
The foundation's open architecture concept allows investment professionals interested in 2nd pillar asset management to offer their services.
A digital approach that offers five predefined investment strategies and a custodian bank defined by the foundation for vested benefits from CHF 30,000 onwards.
A tailor-made approach that offers a customised investment strategy, defined by the dedicated asset manager, as well as the choice of the custodian bank.
To qualify for this solution, the insured person must pay in vested benefits of CHF 150,000 or more.