As a summary, Swiss funds include:
Introduction to Switzerland Investment Rules
- Open and closed ended investment funds (Anlagefonds) under the “Collective Investment Schemes Act, CISA”.
Click here for more information. - Occupational Pension Schemes under the BVV.
Click here for more information.
Open and Closed Ended Funds under the “Collective Investment Schemes Act, CISA”.
Open-ended funds are classified based on the type of investments. The following are available:
Each follows a different set of rules regarding the investment policy and permitted investment techniques.
The relevant law is the Collective Investment Schemes Act, CISA and the Collective Investment Scheme Ordinance (CISO). Click on the links below for German and English versions.
Occupational Pension Schemes under The BVV
Article 111 of the Federal Constitution provides for a three pillar system of old-age, disability and survivor protection consisting of:
Pillar 1: a federal basic insurance scheme and
Pillar 2: Mandatory occupational plans; and
Pillar 3: Voluntary provision for old age.
Occupational Pension Schemes come under Pillars 2 and 3 schemes and are classified as:
BVV2 Occupational Pensions (Vorsorgeeinrichtung); and
Swiss Investment Foundation (Anlagestiftung)
They are regulated by the Occupational Pension Supervisory Commission (OPSC).
Resources
