Swiss mortgage glossary

Key terms of the Swiss mortgage world, explained clearly in English. Click on a term to access its full definition.

SARON

Swiss Average Rate Overnight -- the Swiss money market reference rate.

Fixed rate

A mortgage interest rate guaranteed for a set period.

LTV / Loan-to-value

Ratio between the loan amount and the property value.

Pledging

Using assets (pillar 3a, securities) as collateral for the mortgage.

Amortisation

Gradual repayment of the mortgage principal.

Mortgage note (Cedule)

A property lien certificate serving as security for the mortgage.

Affordability

Ability to sustain mortgage costs according to bank criteria.

Equity / Down payment

Personal funds required for a property purchase.

Second rank

The mortgage portion between 67% and 80% of property value.

Debt-to-income ratio

Ratio of mortgage charges to gross income.

Market value

Estimated market value of a property.

Occupational pension (LPP/BVG)

2nd pillar -- can be used for primary residence purchase.

Pillar 3a

Tax-advantaged tied pension savings, usable for mortgage and tax-deductible.

Transfer duties

Cantonal tax levied upon property ownership transfer.

Land registry

Official register of property rights and charges.

Forward rate

Agreement to lock in a future mortgage rate in advance.

Construction loan

Bank loan for financing construction, disbursed in stages.

Imputed rental value

Fictitious taxable income corresponding to the use value of owner-occupied property.

Actual debt ratio

Real ratio of effective mortgage charges to household income.

Mortgage ranking

Classification of the mortgage as first or second rank based on LTV.

Building right (leasehold)

A real right to build on land owned by a third party.

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