Prosperity Junior
Dream about the future.
With Prosperity Junior.
The financial boost for the next generation’s dreams: A robust financial network offering room for development at every stage of a child’s life. The starting block for the accumulation of wealth for the next generation – for children, grandchildren, nieces and nephews. Prosperity Junior lays the foundation for fulfilling ambitious dreams.
More than just a savings plan – the ideal combination of asset accumulation and risk protection. Ensure a comprehensive pension that protects against the uncertainties of life. With customisable contributions and an optional premium guarantee. Enable the younger generation to grab hold of life with confidence and pursue their dreams. A valuable gift for the future.
Tailor-made, flexible pensions: you decide how much and when you want to pay. The term and payment date are freely to choose. With a guarantee option, you can protect your child’s saved assets – for care-free growth and a strong start to adult life.
Your benefits:
- Your decision for the younger generation
Can be taken out up until the child is 15 years of age
- Fully flexible
Term of at least ten years with flexible choice of payment date
- Wide range of funds to choose from
Investment for up to 100 % of the savings premium is free to choose from a wide range of funds
- Get your premium protected
Option to include a premium guarantee
- Advantageous in the long term
Long-term capital investment over a minimum term of ten years
- Individual supplementary payments – possible at any time
Flexible supplementary payments from CHF 500 are possible at any time
New goals? Change your investment strategy! Shift investments from one fund to another in order to react intelligently to market change. Switch by changing the distribution of your future deposits to keep the portfolio up-to-date and tailored to you.
The parachute for your pension plan! If retirement is approaching, end-of-contract management ensures that your investments are transferred to low-risk investments. This protects your saved capital – ensuring you can glide into retirement with ease!
Make sure you have a robust portfolio! If the value your investments changes, it can affect your strategy. By rebalancing, you sell or buy investments to restore the desired split and manage the risk. An important process to achieve your financial goals.
Still have questions?
We can answer them! There are different ways to contact us. We will be happy to help you.