Management

First solution: the comprehensive concept.

InvestSuisse AG performs comprehensive tasks for you as our client:

For example:The initiation of a detailed questionnaire for the implementation of optimising insurance solutions that are tariff-based and satisfy the conditions.

The analysis of the necessary insurance cover and the development of a modern, customised insurance concept. This is done, taking the needs and financial sustainability of a company into consideration.

Minute-taking at meetings and the provision of the minutes in PDF format for inspection. This forms a sound and professional basis both for the cooperation and for the next meeting, for you and for us.

The preparation of a risk management concept, which means identifying, assessing and dealing with risks.
An individual risk analysis is prepared, through which risks are diminished by appropriate measures and costs are reduced.

InvestSuisse AG’s comprehensive services also include the compilation of an insurance report and the composition of employee information leaflets which consider benefits in the event of illness and accidents.

The implementation of the insurance concept that has been verified by you as our client at the various insurance companies also forms part of the comprehensive services offered by InvestSuisse AG.

The provision of information to the staff, by agreement with the people responsible in the respective companies, about social security and private insurance law and, in particular, about the occupational pension.

The support and handling of claims.

The planning and implementation of pension models, taking tax-optimising facts and the requirements of the client into consideration.

A personal pension analysis for each employee, taking the first and the second pillar and, if desired, the third pillar, into consideration.

The periodic mailing of the informative InvestNews newsletter.