The quality of coverage and a trustworthy management are very important issues to insured members, as they think about their retirement. Meanwhile, employees require a high level of service and performance as well as a complete control of risks and costs.
The Patrimonia Foundation offers services that meet these high requirements. Our approach and method are based on a modern system focusing on personalisation and made to steadily optimise our added value.
The world changes constantly. So do occupational pensions. Insured members as well as employees wish to be affiliated to pension funds which management is trustworthy and respectful.
Organisation of Patrimonia
The Board of Trustees, composed of six members, is the highest governing body of Patrimonia and is responsible for its administrative and financial management.
According to its Investments Regulation and to the federal legal framework, the Patrimonia Foundation manages its assets while respecting the provisions of security, etc.
The Patrimonia Foundation provides you a set of forms, regulations and reports so that you can more easily complete the administrative procedures and understand the functioning and the legal basis of our fund.