PRACTICAL ADVICE

Understanding your insurance, pension planning and financing

Practical guidance to prepare your procedures, ask the right questions and better understand the solutions offered by insurers and financial institutions.

UAG ADVICE USEFUL GUIDANCE

View of the Lake Geneva region and the Alps.

Residential property illustrating the preparation of a mortgage application.

REAL ESTATE

Prepare a solid real estate financing file

Equity, income, charges and guarantees: the elements to gather before consulting financial institutions.

PREPARE YOUR APPLICATION arrow_forward

Strategic advice to assess a company’s risks.

STRATEGIC ADVISORY

Insuring your business at every stage

Inventory, loss of earnings, accidents, professional insurance, civil liability and protection of managers.

POINTS TO CHECK

Illustration of individual pension planning and the third pillar.

PENSIONS

Choosing between pillar 3a and pillar 3b

The essential differences between linked pension provision and free pension provision, depending on your situation and your objectives.

COMPARE 3A AND 3B

Still life in a Swiss office with mechanical clock, leather folder and pen.

FAMILY OFFICE

Protect your private assets

Home, vehicles, valuables, real estate and financial protection: coverage to be reassessed regularly.

UAG TEAM ADVICE

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