FAQ

FAQ Overview

Can I keep my securities after I retire?

Units in frankly investment products must be sold because these asset classes cannot be held in a normal custody account, but are exclusively for frankly clients. It is possible to invest in similar investment products with the same investment strategy. Please contact us if you are planning a transfer of this kind.

You can transfer all your securities to a Zürcher Kantonalbank investment solution when you retire, if you so wish.

You can withdraw your pillar 3a assets from the occupational pension scheme no earlier than five years before reaching the statutory retirement age but no later than the age of 70. Please contact us if you are planning a transfer of this kind.

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Do you have any further questions? Use our help page or give us a call. You can contact us from Monday to Friday between 8 a.m. and 10 p.m. and at weekends between 9 a.m. and 6 p.m. on 0800 320 002 or by e-mail at support.frankly@zkb.ch.

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You can contact us from Monday to Friday between 8 a.m. and 10 p.m. and at weekends between 9 a.m. and 6 p.m. on 0800 320 002 or by e-mail at support.frankly@zkb.ch.

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