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The semi-autonomous Client Invest solution allows your company to keep control of your occupational benefits: You enjoy ideal conditions for an independent pension and investment concept, while benefiting from the advantages of affiliation to a collective foundation with AXA. We answer the most frequently asked questions regarding your pension solution here:
The risk benefits of death and disability are guaranteed by AXA. The occupational benefits fund, however, bears the investment risk for the retirement assets of the insured and also decides on how any additional earnings are to be used.
The strategy analysis forms the basis for the asset management of a pension solution. The company’s occupational benefits fund commission defines the investment strategy taking into account the risk capacity, risk tolerance, and target return. The companies are supported in these key processes and decisions by AXA Asset Management, Credit Suisse, or another asset manager of their choice.
You can obtain more information from AXA Asset Management, the Credit Suisse Investment Foundations, and KGAST – the Association of Swiss Registered Investment Foundations.
Contribution+ option:
For company-owned pension funds, the pension plan may envisage higher risk/cost contributions than are required by the actual premiums. This option is likewise offered in Client Invest through Contribution+.
Corporate group option:
With the dissolution of a company’s own pension funds and the takeover of comparable collective foundation solutions with multiple employers, Client Invest offers a solution for specific corporate structures.
The Board of Trustees is the highest governing body and carries responsibility for the Columna Collective Foundation Client Invest. It determines and monitors the strategy, is responsible for managing the investments, and also ensures the Foundation's sustainable development and independence. The prime focus is its obligations to beneficiaries.
The Board of Trustees has entrusted AXA Life Ltd with the management of the Foundation. AXA Life Ltd is responsible for operational management as well as distribution, and guarantees direct and transparent communication with beneficiaries and companies.
The Board of Trustees of the Columna Collective Foundation Client Invest is composed of the following members:
The management is responsible for the operational management of the Foundation, advises the Board of Trustees on strategic issues, and bears the responsibility for implementing the decisions of the Board of Trustees. The Board of Trustees is responsible for appointment.
