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DirectoryFinance & InsuranceFinancial ServicesHergiswil NwSecuPart Vorsorge AG
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SecuPart Vorsorge AG

Summary

About the company

The core activity of SecuPart Vorsorge AG is to advise and implement pension solutions for customers with capital in the 2nd pillar of Switzerland, particularly for employed individuals subject to cross-border peculiarities, such as cross-border commuters from Germany. The company offers individual consulting and product innovations, such as the "KeaPlan" solution, to generate a lifelong additional income from the pension capital, taking into account return and risk protection, flexibility and transparency as well as cost and tax burden.

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Industry:Financial Services
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Advice on Swiss retirement savings capital
Advice for cross-border commuters, moving residence from Switzerland to Germany, withdrawal of Swiss retirement provision capital, vested benefits accounts, social insurance, taxation and private supplementary provision.
Tax calculator for Swiss pension funds and vested benefits
Tax calculator for the provisional calculation of lump-sum withdrawals and pension income from a Swiss pension fund or vested benefits account; including an overview of the taxation situation in Germany.
Advisory report
Advisory report with analysis of the individual situation, presentation of withdrawal options, accurate calculation and documentation for tax filing.
KeaPlan solution
KeaPlan solution for implementing a follow-on arrangement, so that Swiss pension entitlements can result in lifelong additional income.
Tax advisory and income tax return
Tax advisory in Germany and Switzerland, as well as preparation of the German income tax return via a specialized tax firm.

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Location

Seestrasse 91
6052 Hergiswil Nw

At a glance

Legal form
Corporation
UID
CHE-210.231.186
Founded
2013 · 13 years
Last commercial register change
December 7, 2022
Employees
11 to 20

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