Transferring your pillar 3a to frankly is easy

Make the most of your pillar 3 with the frankly app. Even if you’ve already got pillar 3a accounts with other providers, you can easily transfer them to frankly.

frankly_Illustrationen_605x510_200630

How do I benefit if I transfer my existing pillar 3a to frankly?

Attractive costs:

Thanks to frankly’s all-in fee, it is half the price of comparable securities savings solutions.

The all-in fee on accounts and securities balances is currently only 0.47%. The more users save together, the cheaper it will become, thanks to the community discount.

 

Different investment strategies:

You can open up to five pillar 3a accounts in the frankly app and choose completely different investment strategies for each pillar.

 

Easy to open and manage:

With the frankly app, you can manage your pension plan with ease, the digital way. No bank visits and no paperwork.

 

 

Did you know?

We will pay the transfer costs for you

We will pay any costs you incur for selling your existing securities or for closing your account (this applies to all savings contracts with bank foundations).

How can I transfer from my existing pillar 3a to frankly?

It’s easy to benefit from the advantages of frankly:

 

1.     Download the frankly app for free, and open your pillar 3a, including your 
        preferred strategy. It takes just a few minutes.

 

2.     In the start screen of the frankly app, select “+” and then “transfer 3a to 
        frankly”.

Transfer - pillar 3a - frankly

 

 

3.     Simply select your current pension provider from which you would like 
        to transfer your pillar 3a assets to frankly.

 

 

 

pillar 3a

4.    In the next step, enter your policy number or IBAN at your current provider. 
       If you don’t have them handy, you can just skip that step.

IBAN - Policy number - pillar 3a

5.     Now you can choose whether you would like to receive the PDF by post 
       (including a prepaid envelope) or whether you would like to download and 
       print it yourself.

signature - pillar 3a

6.     Important: Check your information again, sign the form and send the 
        transfer order to your current provider as soon as possible.

 

frankly note:

Depending on the provider, it may take several weeks to complete the order. When you transfer, please note that your securities will be sold and then reinvested. This means that, for a few days, you won’t have any investments. If you have index funds, you will also be required to pay issuing and redemption fees to the funds. However, the transaction fee will be waived in full if you transfer your account. Your client advisor will be happy to answer any questions you may have.

 

Incidentally, 3a assets are always fully dissolved and transferred to the new provider because, for legal reasons, pillar 3a cannot be split.

Kostenerstattung Säule3a bei frankly

How do I get my transfer costs reimbursed?

To get a refund of your transaction costs or account closing fees for your transfer to frankly, please send us your fee statement from your former bank foundation to [email protected].

 

We will grant you the refund as a discount on the all-in fee. You’ll see it at the end of the quarter under “Profile” -> “Fees”.

frankly investment products are rated “very good”

The frankly investment products Light 10 Active, Gentle 25 Active and Moderate 45 Active were the test winners in a comparison carried out by the School of Management Fribourg. The study evaluated both costs and performance. (Article in Handelszeitung from 28.5.2020)

Download now for a better pen­sion solution

Request the download link be sent to you by text message. Or scan the QR code to download frankly directly.

Download link by text message

Es ist ein Fehler aufgetreten

Great! Your download link has been sent.
Not received anything? > Try again

Please rotate device