More dynamic, practical and user-friendly

 

DISCOVER OUR NEW WEBSITE !

 

On the occasion of its 40th anniversary, the Patrimonia Foundation is delighted to unveil its brand new Website! This website, which is always accessible at www.patrimonia.ch, has been revamped to exceed your expectations.

 


 

We have specifically created an exemplary user experience: faster, more secure and, above all, more intuitive. When you visit our new website, you will find enhanced content which reflects our management excellence and competence of our team.

 

Presentation of our services

Whether you are an affiliated company, a prospective client or an insured member, you will find all the information that you require to understand our commitment, our organisation, and our governance. You will also have access to our key figures, as well as to a comprehensive presentation of our services, together with documents and forms to download.

 

Lastly, your access to the Web Portals for employers and insured members, which are directly accessible, will enable you to manage your connections with the utmost ease. Browse this new online space from today and let yourself to be guided by an interface that is designed to offer you the best of the Patrimonia Foundation, with just a few clicks.

 

We hope you enjoy browsing our revamped website !

 

 

 

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DISCOVER OUR NEW WEBSITE !

 

A more dynamic, practical and user-friendly browsing experience
Go to www.patrimonia.ch from now on.
 

 

Access the new Website

 

 
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KEY FIGURES

 

Some key figures as at 30 September 2024 (*)

 

Coverage ratio

Unchanged coverage ratio: 106%

 

Investment strategy

Diversification and security with an excellent performance: +6,5%

 

(*) Unaudited figures

 

 
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Governance

 

COMPOSITION OF THE BOARD OF

 

TRUSTEES AS AT 1st SEPTEMBER 2024


 

After the election of the employers’ representative to the Board of Trustees, Mr. Guy Bardet was automatically re-elected to the Board of Trustees. Hence, the composition of the Board as at 1 September 2024 is as follows:

 

Guy BARDET

Employers’ Representative, Chairman

Raquel FILIPPONE

Employers’ Representative

Andrea GIAVERA

Employers’ Representative

Yves CUENDET

Employees’ Representative

Eric CHASSOT

Employees’ Representative

Karen JULLIER

Employees’ Representative

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
   
 


NEXT MEETING 2024

 

November

Trait d'Union Conference

Thursday 7 novembre 2024, in Lausanne

 

 

 

 

 

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Online access via our Web Portal

 

DISCOVER WHAT IS NEW

 

At Patrimonia, we do our utmost to make your life easier. Our Web Portal tool is a concrete example of these commitments. It enables our partners, affiliated companies and insured members to find the information that they are looking for with one click, and perform certain transactions.

 

Web Portal 
Employers
(and partners)

 

  • Online services and information just one click away
  • Direct and secure access to a dedicated space
  • New from the last quarter of 2024: your transfers are now processed automatically. Your invoices and statements are generated immediately !

 

Ask for your access code !

 

Web Portal Insured members
  • Online services and information just one click away
  • Direct and secure access to a dedicated space
  • New from the last quarter of 2024: you can now make your buy-backs online, at the frequency of your choice. Monthly surrenders are now possible !

 

Personal access codes are sent to each insured person
with their annual pension certificate.

 

 

 

 

 

 

 

 

 

 

 

 

 

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CONTACT US !

 

Our team is at your disposal
to answer all your questions.
Contact us by telephone, e-mail or post.

Switchboard +41 58 806 08 00
(from 8.30 a.m. to 12 p.m. and from 1.30 p.m. to 5.30 p.m.)

[email protected]

 

Address for correspondence:
Fondation Patrimonia
Rue St-Martin 7
CH-1003 Lausanne

 

André Eicher, Sales & Communications Manager

[email protected]

T +41 58 806 08 08
M +41 79 216 50 99

 

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© Fondation Patrimonia 2024