We have saved last year’s excerpt for you here in the app:
Finance
- Invest wealth: https://app.finpension.ch/documents/reports?universe=3a
Pension
- 3a Pension Foundation: https://app.finpension.ch/documents/reports?universe=3a
- Vested benefits foundation: https://app.finpension.ch/documents/reports?universe=vb
Because it is an investment solution, the account statement at finpension’s pension foundation is called «Performance Report».
Good to know: Pension assets do not have to be listed in the list of assets on the tax return in Switzerland.