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Flyer – Prévoyance suisse 2027
Chiffres clés 2027 : rentes AVS, prévoyance LPP, plafonds du pilier 3a, âge de référence et prestations complémentaires.
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Documents to download
Practical resources to prepare your procedures with Onebiz Solutions.
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Service mandate – Onebiz Solutions Sàrl
Official agreement detailing the services, responsibilities and terms of the mandate.
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Tax return checklist
List of information and supporting documents to gather to prepare your tax return.
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Mortgage financing checklist
Prepare your property project, your financing plan and the documents for lenders.
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Insurance audit checklist
List your policies, premiums, expiry dates and cover needs.
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Advisory mandate request
Preparatory form to specify your request before an advisory mandate is concluded.
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Send your supporting documents
For tax, banking and confidential files, please use the dedicated secure drop-off.
Secure drop-off →The checklists and templates are indicative. The service mandate is a separate contractual document: read, complete and sign it before any commitment.