IDP Vorsorge AG provides fiduciary, consulting, auditing, tax and real estate services, as well as services related to pension funds and occupational pensions. It also supports clients with accounting, company formation and succession planning.
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Industry:Fiduciary Offices
✓ Offered8
Pension Fund Management
Pension fund management, administrative and technical administration, advice and support for foundation boards, and board mandates for pension schemes.
Pension Fund Administration
Bookkeeping, securities accounting, management of mortgages and loans, closing preparation, annual accounts, and reporting in line with legal requirements.
Technical Pension Administration
Maintenance of individual accounts for different pension plans, BVG shadow accounting, entry and exit statements, and settlement with the SIFO security fund.
Asset Management for Pension Funds
Support with organisational and investment regulations, securities administration with banks, contract monitoring, performance measurement, and compliance with investment rules.
SME Advisory
Advice and support for company formations, assistance with financial, liquidity and investment plans, and guidance on personnel, insurance and pension matters.
Fiduciary and Accounting Services
Setup and management of financial and payroll accounts, chart of accounts, closing advice, year-end statements, VAT, and support for controlling and budgets.
Tax Advisory
Preparation of tax returns for companies and private individuals, review of assessments and tax apportionments, representation before authorities, and tax planning and optimisation.
Property Management
Management of rental properties and condominium ownership, including bookkeeping, statements, lease contracts, meetings, stakeholder liaison, and technical administration.
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