Vermittler (Berater & Broker)

Coordinated transfer

Structured transfer process:

  • Analysis & consultation - Together with intermediary and client

  • Plan design - According to individual client goals

  • Data and asset migration - Secure transfer of all insured data

  • Coordinated processing - Seamless transition from previous provider

Communication & training:

  • Employer information - Comprehensive clarification about changes

  • Employee communication - Understandable explanation of new structures

  • HR training - Training for responsible persons in companies

  • FAQ and support - Answers to all arising questions

Operational support:

  • Complete takeover - Livica takes over operational transfer support

  • Intermediary integration - In accordance with the supervising intermediary

  • Project management - Structured processing with clear milestones

  • Follow-up care - Support even after successful transfer

Consultation & Contact Our experts are happy to accompany you in defining and implementing your individual needs. Contact us for a non-binding consultation:

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

Contact

Livica Sammelstiftung
Aarbergergasse 30
3011 Bern

Office Zurich
Stockerstrasse 12
8002 Zurich

Do you have questions?

We are here for you

Monday - Thursday
08:30 - 11:30 AM
01:30 - 04:30 PM

Friday
08:30 AM - 11:30 AM

Legal form: Foundation

UID: CHE-109.795.642

English