The General Terms and Conditions and Subscriber Conditions have been amended. For new customers, the new conditions will come into force when a business relationship is created. For current customers, they will apply from 1 September 2020.
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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Basic GTC/SC
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
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For new clients the documents Basic agreement, Range of service and Tax residency self-certification are mandatory.
Customer segment/Service
Proposal
Prices
Factsheet
Customer segment/Service Private customers
Proposal Prices Factsheet Customer segment/Service Basic agreementProposal Prices Factsheet Customer segment/Service Range of serviceProposal Prices Factsheet Customer segment/Service Dormant assetsProposal Prices Factsheet Customer segment/Service Power of attorney regulationsProposal Prices Factsheet Customer segment/Service Tax Residency Self-CertificationProposal Prices Factsheet Customer segment/Service Declaration to certify compliance with tax obligationsProposal Prices Factsheet -
Service
Proposal
Prices
Factsheet
Service PostFinance Card in CHF or EURProposal Prices Factsheet Service Using your PostFinance Card and PIN
Proposal Prices Factsheet Service PostFinance Mastercard ValueProposal Prices Factsheet Service PostFinance credit cards
Proposal Prices Factsheet Service Objecting to transactionsProposal Prices Factsheet Service Change of limit for credit cards
Proposal Prices Factsheet Service Visa and Mastercard updating services (Deregistration/FAQ)
Proposal Prices Factsheet -
Service
Proposal
Factsheet
Service Travel payment methodsProposal Factsheet Service Standing orderProposal Factsheet Service IBAN nationalProposal Factsheet Service IBAN country listProposal Factsheet Service Informations SEPAProposal Factsheet Service Savings accountProposal Factsheet IBAN: International Bank Account
SEPA: Single Euro Payments AreaYou will find the current list of participating SEPA-banks ("SCT") on the website of the European Payments Council.
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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
Fixed-term deposits
Documents to download relating to medium-term notes
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Retirement savings account 3a
Proposal
Retirement savings account 3a Retirement savings account 3aProposal Retirement savings account 3a Transfer orderProposal Retirement savings account 3a Fund investmentsProposal Retirement savings account 3a Application for payoutProposal Retirement savings account 3a Change order of beneficiariesProposal Retirement savings account 3a Promotion of home ownershipProposal Retirement savings account 3a Confirmation of gainful employmentProposal Vested benefits account Proposal
Vested benefits account Vested benefits account
Proposal Vested benefits account Investor profile – self-declaration
Proposal Vested benefits account Fund investment (send in together with the document “Investor profile self-declaration”)Proposal More forms for vested benefits accounts can be found in German on the Rendita Vested Benefits Foundation website.
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Service Form
Service Preparation for consultationForm 
GermanService ChecklistForm -
E-service
Proposal
Prices
Factsheet
E-service E-financeProposal Prices Factsheet E-service Übersicht digitale AngeboteProposal Prices Factsheet The link will open in a new window (German)E-service Remuneration from third partiesProposal Prices Factsheet -
Mutations
Proposal
Factsheet
Mutations Change of addressProposal Factsheet Mutations Power of attorney regulationsProposal Factsheet Mutations Power of attorney regulations for credit card and prepaid card accountsProposal Factsheet Mutations Postal account cancellationProposal Factsheet Mutations Third-party bank account cancellationProposal Factsheet Mutations Credit card cancellation formProposal Factsheet Mutations Transfer formProposal Factsheet Mutations Dormant assetsProposal Factsheet