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Corporate customers Occupational pension documents
Here you will find all relevant documentation relating to your occupational welfare provision
Forms for employees - PDF
Notification form - Unpaid leave pdf - 50 KB Notification Transfer portable benefit Perspectiva pdf - 77 KB Notification Transfer portable benefit pdf - 78 KB Voluntary contribution to the pension fund pdf - 58 KB Form voluntary contribution Baloise Perspectiva Collective Foundation BVG pdf - 60 KB
Forms for employees - Online

 
For employers - PDF
Declaration and confirmation of the Fund’s elected Board of Trustees pdf - 68 KB Application for insurance in occupational pensions pdf - 81 KB Withdrawal from Service Form pdf - 56 KB Death report pdf - 527 KB Application for the use o the online services pdf - 481 KB
For employers - Online
Portable benefits policy
General information
Information for employees
Information for employers
Operating statement of Group Life Switzerland
Operating Statement BVG 2023 xlsx - 178 KB Media information Operating statement BVG 2023 pdf - 115 KB Operating Statement BVG 2022 xlsx - 176 KB Medienmitteilung BVG-Betriebsrechnung 2022 pdf - 86 KB Betriebsrechnung BVG 2021 xlsx - 181 KB Baloise Medienmitteilung Betriebsrechnung 2021 pdf - 86 KB Betriebsrechnung BVG 2020 xlsx - 186 KB
Legal documents
Pension Regulations pdf - 611 KB General Terms and Conditions pdf - 75 KB General Investment Regulations pdf - 78 KB Investment Regulations with independently invested assets pdf - 126 KB Regulations on the Formation of Provisions and Reserves pdf - 115 KB Schedule of Costs for Extraordinary Expenses and Services pdf - 73 KB Regulations on the Partial and Total Liquidation pdf - 113 KB Organisation Regulations pdf - 143 KB Election Regulations pdf - 66 KB Articles of Association pdf - 65 KB Supplementary Regulations "Continued insurance pursuant to Art. 47a" pdf - 62 KB
Pension Regulations pdf - 572 KB General Terms and Conditions pdf - 72 KB Investment Regulations pdf - 43 KB Organisation Regulations pdf - 130 KB Schedule of Costs for Extraordinary Expenses and Services pdf - 1 MB Regulations on the Partial and Total Liquidation pdf - 73 KB Election Regulations pdf - 50 KB Statutes pdf - 75 KB Supplementary Regulations "Continued insurance pursuant to Art. 47a" pdf - 61 KB
Pension Regulations pdf - 153 KB General Terms and Conditions pdf - 70 KB Organisation Regulations pdf - 140 KB Investment Regulations pdf - 43 KB Election Regulations pdf - 45 KB Regulations on the Partial and Total Liquidation pdf - 75 KB Schedule of Costs for Extraordinary Expenses and Services pdf - 1 MB Articles of Association pdf - 69 KB
Baloise portable benefits policy pdf - 81 KB
Find out more
Find out more
Useful links
https://www.ahv-iv.ch/en/ https://www.ahv-iv.ch/en/ https://www.bsv.admin.ch/bsv/en/home.html https://www.finma.ch/en https://www.svv.ch/en http://www.chaeis.net/en/home.html https://www.insurope.com/ https://www.fedlex.admin.ch/en/cc