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🇨🇭 Made in Switzerland

Technical help with your
3a switch

Free Delta Check to get started — then use our Complete Package to cancel and switch yourself.

1
Free Check Technical analysis
→
Complete Package CHF 59 one-time
→
3
Optional Add-ons Monitoring & overview
Free

Free Expert
Delta Check

Upload your policy — within 24 hours you'll receive a purely technical analysis of your key figures by email.

Free
  • Surrender value of your policy
  • Effective total charges (TER)
  • Risk premiums
  • Term & guarantees
  • Technical cost delta (current vs. optimised)
  • Delivered within 48 hours by email
Upload your policy now →

No registration · No risk

Recommended CHF 59 one-time

3a-Rescue
Complete Package

Everything you need to cancel and switch yourself — as a ready-to-use document folder.

CHF 59 one-time
  • Cancellation letter PDF (ready to sign)
  • General tax staggering guide (by canton)
  • Neutral transfer guide (step-by-step)
  • Email support for form questions (max. 2 queries)
  • One-time payment · No subscription · Instant download
Buy now – CHF 59 →

Secure payment via Stripe · Documents within 48 hours by email

Optional Add-on Services

After a successful transfer — purely technical monitoring, no advisory services.

Optional

Portfolio Watch

Automatic reminders for contribution deadlines + annual key figures overview of your new 3a account.

CHF 9
/month
Save 17%
CHF 89
/year
Monthly Annual
One-time

Optimisation Overview

Technical summary of all your 3a accounts as a neutral overview — ideal for annual tax planning.

CHF 99 one-time
  • Technical analysis of all 3a accounts
  • Neutral overview (no personal advice)
  • PDF report by email
Order now – CHF 99
Secure payment via Stripe
Delivered within 48 hours
Amselstrasse 28, 4104 Oberwil
🇨🇭 Made in Switzerland
Legal Notice (FinSA/FIDLEG): This is not a financial services offer within the meaning of FinSA (Swiss Financial Services Act / FIDLEG). We provide exclusively technical services: analysis of documents, preparation of standard forms, and general information templates. This is neither investment advice, asset management, nor an individual recommendation. For personal advice, please contact a licensed financial advisor, trustee, or a supervised financial services provider. Calculations are based exclusively on your data and do not replace professional review. We accept no liability for the accuracy or completeness of the data submitted and give no guarantee of success.