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Year end: you will receive your tax statement by the beginning of February 2024

At the end of the year you will receive a tax statement from us for your life insurance and life annuity insurance products. We will send the letter and information on the status of your contracts automatically by the start of February 2024. On our homepage you can register for our customer portal and choose to have the tax documents made available to you on the portal in future.

By clicking the following link, you will find the sheet «Save tax». This explains how you can save money with tax incentives within the scope of pillar 3a. The information sheet will also help you with useful tips on completing the tax return.


On the webpage of the Swiss Federal Office for Social Security (BSV) you will find information on pillar 3a.


With our Pillar 3a – calculator you can find the level of your tax savings.