Find out how much money you can save with frankly
Did you know that with frankly you save money even when saving? You can save this much in fees with frankly compared with competitors.
Did you know that with frankly you save money even when saving? You can save this much in fees with frankly compared with competitors.
You already have a pillar 3a with another provider? No problem! Transfer your existing pillar 3a to frankly until 30.04.2023 and receive a voucher of CHF 100.- on your fees. This applies to transfers of at least CHF 7,500.
*The transfer order of at least CHF 7 500 must be placed in the app between 1 March and 30 April 2023 and the money must be received by frankly by 30 June 2023. 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.
Compare the fees and performance of Swiss pillar 3a pension products with frankly’s investment products now.
Your details of current suppliers
Selection of settlement offer (securities):
Assumption: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 account balance and the equivalent value of the securities.
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: 30 June 2023, Source: Morningstar
Since the launch (the period from 1 April 2020 to 30 June 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 30 June 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.
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 account balance and the equivalent value of the securities.
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 30 June 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).
Last updated: 30 June 2023, Source: Morningstar
Fully digital. No paperwork and no bank visits.
Invest in high-quality Swisscanto investment products or keep your pension assets in cash.
60% cheaper than comparable securities savings offers (source: moneyland.ch).
Swisscanto’s active investment products with a "Responsible" sustainability approach.
Download frankly now or register online straight away.
A pillar 3 account is easy to open – no paperwork required.
Pay in your retirement savings to frankly pillar 3a.
Knowledge
© Sparen 3 pension foundation of Zürcher Kantonalbank
and Vested Benefits Foundation of Zürcher Kantonalbank
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