Vermittler (Berater & Broker)
Transparent reporting
Regular reports:
Monthly/quarterly reports - On investment performance and coverage ratios
Development reports - Changes within each pension scheme
Performance benchmarking - Comparison with selected market indices
Access to consolidated overviews:
Comparative analyses - Performance comparisons between investment strategy and benchmark
Trend analyses - Long-term developments and patterns
Custom reports - Individually adaptable reporting
Personal contact persons:
Professional and management level - Direct access to decision makers
Dedicated relationship manager - Fixed contact persons for intermediaries
Regular review meetings - Structured discussion of client development
Consultation & Contact Our experts are happy to accompany you in defining and implementing your individual needs. Contact us for a non-binding consultation:
Email: info@livica.ch
Phone: +41 31 330 21 11