What investment strategies & products can I choose at frankly?
You can choose between different strategies and investment products. Don’t worry, we’ll help you choose when opening a frankly pillar 3a or vested benefits account.
Pillar 3a
You can choose between five strategies and thirteen investment products. A detailed list of all frankly pillar 3a strategies and products can be found under investment products.
You choose one investment strategy per pillar 3a. With frankly, it is not possible to apply several strategies to the same pillar 3a. But you can open up to five frankly pillar 3a accounts.
Vested benefits
With frankly vested benefits, you can choose between four different strategies and twelve different investment products. A detailed list of all the strategies and products offered for frankly vested benefits can be found under Investment products.
You must select one investment strategy for each vested benefits account. With frankly, it is not possible to apply multiple strategies to the same vested benefits account. You can open a maximum of two vested benefits accounts for each vested benefits foundation (frankly Vested Benefits and frankly Vested Benefits II).
With frankly vested benefits it is not possible to invest in the Extreme 95 Sustainable, Extreme 95 Responsible or the Extreme 95 Index. The vested benefits foundations belonging to Zürcher Kantonalbank are subject to ATIOZ (the supervisory authority for occupational pensions and foundations in Ticino, Eastern Switzerland and Zurich), which is supervised by the Swiss Occupational Pension Supervisory Commission (OAK BV). ATIOZ allows a maximum equity allocation for vested benefits foundations of 85%. A total of seven regional supervisory authorities are subject to the OAK BV, some of which have differing regulations with regard to the maximum permitted equity allocation in vested benefit accounts.
Do you have any further questions? Our frankly experts will be happy to help you. Book an appointment now.
