Your vested benefits foundation for all stages of life
 
 
 

Independent, individual, tax-optimized

Independent for investment and insurance solutions

Independent is a vested benefit foundation headquartered in Canton Schwyz. It is independent of banks and other institutions. Independent develops customized investment and insurance solutions for its clients tailored to each client's individual situation and perspectives. Independent's solutions are transparent, optimally geared to clients' private capital and tax-optimized.

For material and professional articles on these topics by advisors at Independent, please click Publications.

Important information about the Independent Vested Benefits Foundation:

Founded

February 2010

Foundation headquarters

Schwyz

Founder

PensExpert AG

Board of Trustees

Jörg Odermatt, Lucerne (Chairman), Markus Waldispühl, Meggen,

Iwan Brot, Siebnen SZ

Management and customer advisors

PensExpert AG

Administration

AON Hewitt AG, Neuchâtel

Statutory auditors

Convisa Revisions AG, Schwyz

Supervisory authority

BVG/LPP & Foundation Supervisory Authority for Central Switzerland (ZBSA), Lucerne

Independent
Vested benefits foundation
Herrengasse 14
6430 Schwyz
T +41 41 819 60 73
F +41 41 819 60 69
info(at)independent-foundation.ch
www.independent-foundation.ch
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Further locations for customer advisory

PensExpert AG
Kauffmannweg 16
6003 Lucerne
T +41 41 226 15 15

PensExpert AG
Hirschgässlein 19
4051 Basel
T +41 61 226 30 20

PensExpert SA
Avenue de Rumine 33
1005 Lausanne
T +41 21 331 22 11

PensExpert AG
Bankgasse 8
9000 St. Gallen
T +41 71 226 68 68

PensExpert AG
Tödistrasse 63
8002 Zurich
T +41 44 206 11 22

welcome(at)pens-expert.ch
www.pens-expert.ch