Pillar 3a account: opening and yearly paperwork
We handle the forms and payment reminders for the 3a account you choose with your bank, and file the tax certificate. No advice given.
Price
| Without a plan | from CHF 90 |
| Essential | from CHF 80 |
| Pro | Included |
| Private | Included |
You see the price before paying. Partner fees, if any, are quoted separately in advance.
- The bank, notary or trust company will check your identity (KYC).
Or save with a plan
14 days free, first task on us. Then a 12-month membership, paid monthly or annually. Unused hours roll over for one month.
Order
Often ordered together
Bill payments (QR, eBill)
Bills checked and paid on time by QR or eBill, with a monthly summary of what went out.
CHF 150
Monthly family expense report
A clear monthly report of family spending by category, with anything unusual flagged.
from CHF 250
Subscription audit and cancellations
We list every subscription, cancel what you do not use and renegotiate the rest.
CHF 80