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RE: swiss-list: Bringing in retirement fund

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RE: swiss-list: Bringing in retirement fund

From: Pierre Demartines <click for textversion of email address >
Date: Fri, 17 Dec 2004 12:06:28 -0800
X-Mailer: Microsoft Outlook IMO, Build 9.0.2416 (9.0.2910.0)

I thought I read somewhere that you can claim those funds, not only to
transfer to an IRA, but also if you want to buy/build a house. I may be
wrong here, but I seem to remember having read that (maybe in the brochure
from UBS about Fondation de libre passage).

Actually, see the real thing: art. 9 of:
www.ubs.com/1/ShowMedia/ubs_ch/bb_ch/occupational_provision/vested_benefits/
allowance?contentId=61346&name=Reglement_stiftung_f.pdf

which can also be accessed from
www.ubs.com/1/f/ubs_ch/bb_ch/occupational_provision/vested_benefits/allowanc
e.html

~Pierre
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Received on Fri Dec 17 2004 - 14:22:29 PST

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