FAQ

FAQ Overview

How can I adapt my strategy?

You can easily adjust your investment strategy at any time via the frankly app or web version.

Select your frankly 3a or your frankly vested benefits account whose strategy you want to change and go to «Investment product. Choose «Change investment product» and follow the instructions.

If you make a strategy change and you have already invested in securities, those securities will be sold and the money will be invested in your new investment product as soon as the processing of the sale is completed.

If you change your strategy while a securities order is being processed, these securities will be automatically resold after processing and the money will be reinvested in your new investment product.

Important note

If your investment mode is set to «autonomous» during this time, only the amount generated by the sale will be invested in your new investment product. If it is set to «automatic», the amount generated by the sale and your entire account balance will be invested in the new investment product.

Suitable investment strategy

How to find your suitable investment strategy for pillar 3a and vested benefits

More about investment strategies

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