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Save for re­tire­ment with ease using frankly pillar 3a

You already have a pillar 3a with another provider? No problem! 

 

Transfer your existing pillar 3a to frankly until 30.04.2024 and receive a voucher of CHF 100* on your fees. This applies to a transfer of at least CHF 7,500.
 

Open and transfer now

Transfer your pillar 3a and get a CHF 100 voucher

 

*The transfer order of at least CHF 7,500 must be placed in frankly between 1 March and 30 April 2024 and the money must be received by frankly by 30 June 2024. Only one fee voucher can be redeemed per client. The fee voucher will be credited to you automatically no later than in the end of July. You will be informed about this by e-mail.

This is how the transfer works:

  1. Download the frankly app for free or register for frankly online, and open your pillar 3a, including your preferred strategy. It takes just a few minutes. 
     
  2. In the start screen of the frankly app, select «+» and then «transfer 3a to frankly». In the web version click on the «Transfer» tile in the frankly start screen.
     
  3. Simply select your current pension provider from which you would like to transfer your pillar 3a assets to frankly.
     
  4. In the next step, enter your policy number or IBAN at your current provider. If you don’t have them handy, you can just skip that step.
     
  5. Now you can choose whether you would like to receive the PDF by post (including a prepaid envelope) or whether you would like to download and print it yourself.
     
  6. Important: Check your information again, sign the form and send the transfer order to your current provider as soon as possible.

 

Good to know: We recommend that you enquire in advance with your current provider whether the transfer is possible (e.g. if you have an insurance solution with an insurance policy or a fixed payout point).

 

More information

Pillar 3a securities solutions

Compare the fees and performance of Swiss pillar 3a pension products with frankly’s investment products now.

Your details of current suppliers

3a securities assets
CHF

The following cost components are included in the fee comparison: Custody fees and product costs (TER = Total Expense Ratio). Not included: transaction, issuing and redemption fees for indexed investment products as well as any fees and incidental costs charged directly to the investment product (e.g. bid/offer spreads, commissions, taxes, duties and total expense ratio (TER) of exchange-traded real estate funds).

3a account assets
CHF

It is assumed that no costs are incurred for the account assets at the competitors. 

Please note that the calculation of the all-in fee at frankly is based on the equivalent value of the securities. There is no all-in fee on Cash.

3a total assets

CHF

Selection of settlement offer (securities):

Assumption:
Your pillar 3a assets from your current provider will also be invested equally with frankly in securities and account assets.
Find out now

Cost comparison in 10 years

The following cost components are included in the fee comparison: Custody fees and product costs (TER = Total Expense Ratio). Not included: transaction, issuing and redemption fees for indexed investment products as well as any fees and incidental costs charged directly to the investment product (e.g. bid/offer spreads, commissions, taxes, duties and total expense ratio (TER) of exchange-traded real estate funds). 

It is assumed that no costs are incurred for the account assets at the competitors. 

Please note that the calculation of the all-in fee at frankly is based on the equivalent value of the securities. Theren is no all-in fee on Cash.

Possible transaction and account fees of competitors are not taken into account. Only products with ISIN are available for the purposes of comparison. Last updated: 31 December 2023, Source: Morningstar

Savings thanks to the all-in-fee of 0.44% on all frankly products
CHF 53'300

With competing product 
and ø 1.15% fees

* according to comparable offers from the Swiss online comparison service moneyland.ch

Your benefits with frankly:
Per year:
In 30 years

Fees are not everything! Performance is also important.

Since the launch (the period from 1 April 2020 to 31 December 2023), the investment products have performed as follows.

Please note that the performance comparison is only for the period from 1 April 2020 (the launch of frankly) to 31 December 2023, and therefore reflects an extraordinary economic situation with occasionally considerable stock market fluctuations in view of the worldwide lockdowns. Because of this, it is not possible to make a one-size-fits-all comparison of how the investment products described have performed in the past, nor is it possible to predict the relationship between any future returns. In addition, the securities portrayed sometimes pursue different investment strategies with varying degrees of equity exposure, which is why the opportunities and risks inherent in the products are different and make it difficult to compare the investment products. Past performance and returns are also no guarantee of future investment performance. The performance results refer to the net performance (after deduction of product costs). 

Source: Morningstar

If you want to compare performance with your current provider, select a settlement offer (securities) above.

Select a settlement offer 

For comparison purposes, the performance of competitors in relation to 3a securities assets over the same period should be noted.

Note

The following cost components are included in the fee comparison: Custody fees and product costs (TER = Total Expense Ratio). Not included: transaction, issuing and redemption fees for indexed investment products as well as any fees and incidental costs charged directly to the investment product (e.g. bid/offer spreads, commissions, taxes, duties and total expense ratio (TER) of exchange-traded real estate funds).

It is assumed that no costs are incurred for the account assets at the competitors. 

Please note that the calculation of the all-in fee at frankly is based on the equivalent value of the securities. There is no all-in fee on Cash.

Possible transaction and account fees of competitors are not taken into account. Only products with ISIN are available for the purposes of comparison. 

Please note that the performance comparison is only for the period from 1 April 2020 (the launch of frankly) to 31 December 2024, and therefore reflects an extraordinary economic situation with occasionally considerable stock market fluctuations in view of the worldwide lockdowns. Because of this, it is not possible to make a one-size-fits-all comparison of how the investment products described have performed in the past, nor is it possible to predict the relationship between any future returns. In addition, the securities portrayed sometimes pursue different investment strategies with varying degrees of equity exposure, which is why the opportunities and risks inherent in the products are different and make it difficult to compare the investment products. Past performance and returns are also no guarantee of future investment performance. The performance results refer to the net performance (after deduction of product costs).

Last updated: 31 December 2023, Source: Morningstar

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