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DirectoryFinance & InsurancePension FundsLucerneAgilis 1e Sammelstiftung
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Agilis 1e Sammelstiftung

Summary

About the company

The core activity of Agilis 1e Sammelstiftung is the management and administration of pension fund and retirement solutions for companies and private individuals. The foundation provides services in the area of 1e executive pension plans and works closely with Bank Vontobel AG.

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Offering

Products & services

Industry:Pension Funds
✓ Offered5
1e executive pension solution
Individual pension solution in the extra-mandatory part of the 2nd pillar for companies and executive members; personal pension accounts, up to ten investment strategies, separate balances, risk and tax optimization.
Design options in pension planning
Individual design of pension plans with adjustment of risk benefits for invalidity and death, retirement provision, savings contributions, investment strategies and affiliation to the pension scheme.
Pension advisory services and plan support
Advice on pension matters for insured persons and employers, support with the development of pension plans, selection of the investment strategy and adaptation to plan changes.
Online access and digital administration
Online access to the pension account/depot, contribution statements, simulations, payroll changes, as well as electronic data exchange for entries, exits and changes to salary.
Investment solution for 1e pension assets
Selection from up to ten investment strategies, risk-oriented strategy selection, professional asset management and individual pension accounts or depots.
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Location

Schweizerhofquai 3a
6002 Lucerne

At a glance

Legal form
Foundation
UID
CHE-115.200.778
Founded
2009 · 17 years
Last commercial register change
March 5, 2025
Employees
11 to 20

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