Documents for private customers
Here you can find all Subscriber Conditions, GTC, brochures, applications, price lists, factsheets and forms relevant for you at a glance.
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Specific GTC/SC
- SC PostFinance credit cards and prepaid cards (PDF) The link will open in a new window
- GTCI PostFinance Visa Platinum credit card (PDF) The link will open in a new window
- SC Mobile ID (PDF) The link will open in a new window
- PostFinance Retirement Savings Foundation 3a regulations (PDF) The link will open in a new window
- PostFinance Retirement Savings Foundation 3a fee regulations (PDF) The link will open in a new window
- GTC Core Direct Debits of Debtors processed using the SEPA Core Direct Debit Scheme (PDF) The link will open in a new window
- GTC international payment transactions at the counter (PDF) The link will open in a new window
- SC investment products
Data protection
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For new clients the documents Basic agreement, Range of service and Tax residency self-certification are mandatory.
Annex
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Basic documents
- Basic agreement (PDF) The link will open in a new window
- Basic agreeement – instructions for completing the form (PDF) The link will open in a new window
- Range of service (PDF) The link will open in a new window
- Range of service – instructions for completing the form (PDF) The link will open in a new window
- Power of attorney regulations (PDF) The link will open in a new window
- Power of attorney regulations – instructions for completing the form (PDF) The link will open in a new window
- Tax Residency Self-Certification (PDF) The link will open in a new window
- Declaration to certify compliance with tax obligations (PDF) The link will open in a new window
Overview and price
Mutations
Cancellations / terminations
Annex
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PostFinance Card
Prepaid- and credit cards
- Order PostFinance Prepaid Card (PDF) The link will open in a new window
- Order PostFinance credit card (PDF) The link will open in a new window
- Power of attorney regulations for credit card and prepaid card accounts (PDF) The link will open in a new window
- Complaint regarding improper entries after card loss (PDF) The link will open in a new window
- Complaint regarding improper entries, no card loss (PDF) The link will open in a new window
- Complaint regarding unjustified debits (PDF) The link will open in a new window
- Change credit limit (PDF) The link will open in a new window
- Cancel subscriptions to Visa and Mastercard update services (PDF) The link will open in a new window
- Credit card cancellation form (PDF) The link will open in a new window
Overview and price
Annex
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- Travel payment methods – order form for foreign currency (PDF) The link will open in a new window
- Standing order (PDF) The link will open in a new window
- IBAN for national payment transactions (PDF) The link will open in a new window
- IBAN countries and special conditions (PDF) The link will open in a new window
- Informations SEPA (PDF) The link will open in a new window
IBAN: International Bank Account
SEPA: Single Euro Payments AreaYou will find the current list of participating SEPA-banks ("SCT") on the website of the The link will open in a new window European Payments Council.
More forms for vested benefits accounts can be found in German on the The link will open in a new window Rendita Vested Benefits Foundation website.
Annex
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Brochures
Documents on the topic of investing
- E-asset management
- Fund consulting basic
- Investment consulting plus
- Fund self-service
- E-trading
Retirement funds
Documents to download relating to retirement funds
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Retirement savings account 3a
- Order retirement savings account 3a (PDF) The link will open in a new window
- Transfer order (PDF) The link will open in a new window
- Fund investments (PDF) The link will open in a new window
- Application for payout (PDF) The link will open in a new window
- Change order of beneficiaries (PDF) The link will open in a new window
- Promotion of home ownership (PDF) The link will open in a new window
- Confirmation of gainful employment (PDF) The link will open in a new window
Vested benefits account
Send the following forms together:
More forms for vested benefits accounts can be found in German on the Rendita Vested Benefits Foundation website.
Annex
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Annex