For fiduciaries, insurance brokers, attorneys and tax experts the services offered by the Tellco Vested Benefits Foundation are an interesting addition to their own advisory portfolios. We would be happy to train you and your staff to sell our services.
The Tellco Vested Benefits Foundation offers institutions subject to supervision by the Swiss Financial Market Supervisory Authority (FINMA) the opportunity to manage the vested benefits of their clients themselves. The investment vehicles that are available include strategy funds, single funds, exchange traded funds (ETFs) and investment groups of Swiss investment foundations. We trust that asset managers will comply with the statutory and regulatory guidelines in managing the pension assets. For our part we guarantee that you can rely fully and totally on our expertise and experience in all pension-related issues and the processing of securities transactions.
Are you interested? You can register as a new distribution partner here.