What documents do I need for financial planning or a retirement strategy?

The more precisely you can demonstrate your financial situation to our experts, the more individual and exact the advice. The following documents – as up to date as possible in each case – should be available for financial planning or a retirement strategy:

• AHV card and AHV account statement (or IK statement)
• Retirement provision certificate, retirement provision regulation and retirement provision strategy
• Tax certificates for any accounts or insurances under the third pillar
• Statement for your vested benefits accounts (if you are not affiliated with a pension fund)
• Tax return incl. securities list and current market value of properties and land for construction
• Mortgage contracts and insurance policies
• Marriage and inheritance contracts, will
• If available: current and future budget planning