Pillar 3a: what you need to know
Learn everything you need to know about the pillar 3a. From optimizing with investment products to withdrawing your 3a account - we offer you in-depth knowledge and helpful tips.
Celebrate 5 years of frankly with us! Celebrate 5 years of frankly with us!
To the occasion, we're giving you a CHF 100 fee voucher* when you switch your pillar 3a to frankly.
To the occasion, we're giving you a CHF 100 fee voucher* when you switch your pillar 3a to frankly.
Switch your pillar 3a to frankly by 30 April 2025 and receive a voucher* worth CHF 100 off your fees. This applies to transfers of at least CHF 7,500.
*The transfer order must be placed in the app or at frankly.ch between 17 March and 30 April 2025, and the money must be received by frankly by 30 June 2025. Only one fee voucher can be redeemed per client.
The fee voucher will be credited to you automatically no later than one month after the end of the promotion. You will be informed about this by e-mail.
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That's how easy it is:
Transfer via App
Transfer via App
- Download app: Open your pillar 3a in just a few minutes with your preferred strategy.
- Start transfer: After opening, navigate to the start screen of the frankly app and open the “Pillar 3a” tile. Select the account you want or click on the three dots on the right. Then click on “Transfer” or “Transfer to frankly”.
- Select provider: Select your current pension provider from which you would like to transfer your pillar 3a assets to frankly.
- Enter details: Enter your policy number or the IBAN number from your current provider. If you don’t have them available right now, you can skip this step.
- Obtain PDF: Decide whether you would like to receive the PDF by post (incl. pre-paid envelope) or download and print it yourself.
- Submit form: Check your details, sign the form and send it to your current provider as soon as possible.
Done! Opening a pillar 3a account with frankly and transferring your assets is that easy.
Transfer via computer
Transfer via computer
- Register online: Open your pillar 3a in just a few minutes with your preferred strategy.
- Start transfer: After opening your account, go to the start screen and click on “Transfer” on the right-hand side of your desired account.
- Select provider: Select your current pension provider from which you would like to transfer your pillar 3a assets to frankly.
- Enter details: Enter your policy number or the IBAN number from your current provider. If you don’t have them available right now, you can skip this step.
- Obtain PDF: Decide whether you would like to receive the PDF by post (incl. pre-paid envelope) or download and print it yourself.
- Submit form: Check your details, sign the form and send it to your current provider as soon as possible.
Das sagen andere über frankly
Das sagen andere über frankly
