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Online Services – occupational benefits insurance

Invest in your time

/

Use AXA’s Online Services to optimize your administrative expenses within your pension fund solution.

You can obtain information about your occupational benefits plan and send or receive data conveniently

with a click of your mouse.

Overview of details on the contract and insured persons

Data transmission; enrollments, salary changes, withdrawals, etc. Online calculations (e.g. early retirement) and Forms Service

For companies

Send salary information directly from payroll bookkeeping Access other areas (Old-Age and Survivors’ Insurance (AHV),

Federal Statistical Office (FSO), tax at source, etc.) Automatic data import (employer/employee contributions )

Direct link between your ERP application and AXA’s system Transmitted data is processed within hours

Automatic data import (benefits and contributions)

Overview of all contracts

wincoLink

Electronic salary notification (ESN)

PensionLink

myAXA

Access for companies with a pension fund solution from AXA

www.axa.ch/elm

Access for large companies with a pension fund solution from AXA and their own pension fund administration system Access for companies with a pension fund solution from AXA

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For employees

For brokers

Information and forms on occupational benefits insurance

Online calculations (e.g. advance withdrawal for residential property)

Access to information on contracts and mandates, to offers and administration systems and much more.

Call up information on premiums and claims payments at any time.

My pension fund

BrokerPortal

Access for employees of companies with a pension fund solution from AXA

www.axa.ch/meine-pensionskasse

Access for brokers

www.axa.ch/brokerservices

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wincoLink – occupational benefits insurance

Free online service for your

occupational benefits insurance

/

Advantages

Overview of details on the contract and insured persons

Online notifications Easy handling Saves time Always up to date Highest security standard Free of charge

wincoLink pro

You can benefit from countless aids, for example: Notifications Enrollments Salary changes Withdrawals Provisional calculations Calculation on enrollment Advance withdrawal for acquiring

residential property Early retirement

Information

Contract data Insured person data

Electronic salary notification (ESN) Reduce your administrative costs from payroll bookkeeping:

Send salary information directly from payroll bookkeeping Automatic data import

   Software: swissdec

Standard 3.0 or higher

wincoLink print

Whatever you need:

Forms Service, always up to date Information on all aspects of

occupa-tional benefits

Interested?

Sign up on www.wincolink.ch still today. Your AXA advisor would be happy to answer any further questions you may have.

It couldn't be simpler or quicker. wincoLink keeps you up to date with details about your contract and

insured persons and thus reduces your administrative costs. And you can notify us of any changes in

your plan conveniently online.

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pensionLink – occupational benefits insurance

Interface to more

efficiency in administration

/

Advantages

Direct transmission of staff changes within your occupational benefits plan from your ERP application Detailed preparation of contributions and benefits based on your require-ments

Automatic data import into your current administrative environment

Conditions

Initial costs

The pensionLink application is designed for companies with frequent staff changes. Use of the interface itself is free of charge, but it requires an initial investment. The amount depends on the desired level of auto-mation.

System changes

Needs analyses and planning are carried out jointly with AXA’s specialists, who are also available during the implementation phase to answer any technical questions.

Data

In order to fully automate processing, it is necessary to have a complete personnel database. It may also be necessary to enter still missing infor-mation (e.g. pension plan or person categories) in your ERP application.

Interested?

Why not call today still and ask for an appointment with one of AXA’s specialists.

With pensionLink you can reduce your company’s administrative costs consistently and long-term.

Invest in the powerful interface with this free service from AXA still today.

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My Pension Fund – occupational benefits insurance

Information portal for

your personal pension fund

/

Do you have occupational benefits insurance from AXA through your employer? My Pension Fund is your link to

information and options on all aspects of your personal pension coverage.

Advantages

Comprehensive answers to frequently asked questions

Forms and summary sheets to download

Individual online calculations: – Purchase of contribution years – Early retirement

– Advance withdrawal for purchasing residential property

Information

Learn more about occupational benefits. For example:

The steps involved when switching pen-sion funds (enrolling and withdrawing / vesting)

Possibilities for optimizing your benefits in the future

Information on home ownership promotion and advance withdrawals for purchasing residential property

Online calculations

You can quickly and conveniently calcu-late the estimated effects on your retire-ment assets and benefits after having purchased additional contribution years, from early retirement, or from an advance withdrawal for acquiring residential property.

All you need is an access code, which you will find on your pension fund certifi-cate.

Interested?

www.axa.ch/meine-pensionskasse, AXA’s portal for insured persons.

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