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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 - 61 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 2024 xlsx - 180 KB Media information Operating statement BVG 2024 pdf - 133 KB 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 - 85 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
Good to know
Making your pension information simpler and easier to understand

We have revised one term in order to present the information to you more clearly:

Current New
Fund regulations
  • Pension plan


The new term will be introduced gradually and is already included in some documents. During the transition period, both the previous and the new term may appear in the foundation’s documents.

Both terms are legally equivalent.
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