The transition into retirement is one of the most important financial decisions in a person’s life. While wealth accumulation has been the primary focus for many decades, priorities change significantly upon retirement: capital preservation, regular income generation and long-term protection against inflation become increasingly important.

In an environment characterised by declining pension conversion rates and increasing life expectancy, more and more individuals are choosing to withdraw their occupational pension assets as a lump sum. However, this also raises a question: “How should I invest?’”

With our investment concept, we have developed a solution designed to address these specific needs.

On 4 August 2026, we will launch the SRP Fund, which has been structured to meet the requirements outlined above.

We believe that the fund is a meaningful portfolio addition for a great many people in Switzerland and Liechtenstein. It is also suitable for people from across Europe who want to invest part of their assets in Swiss francs. For those who already have retirement on the horizon, but also for younger people who want to invest part of their wealth for retirement over the long term.

All relevant information, including the prospectus, etc., can be found at www.ifm.li. In addition, we have attacheda brief presentationf presentation and the fund profile for your reference.

Based on this documentation, any bank can open the relevant security number (Valor), allowing you to conveniently subscribe to or purchase the fund through your usual banking relationship at any time.

We remain at your disposal should you have any questions and would be pleased to provide further information.