Save for re­tire­ment with ease using frankly vested benefits.
 

Transfer your vested benefits and get a CHF 100 voucher

 

Open and transfer now

Transfer your vested benefits and get a CHF 100 voucher
 

Transfer your vested benefits to frankly by 29 February 2024 and receive a CHF 100 voucher* towards your fees. This applies to transfers of at least CHF 20,000.

 

*The transfer order must be placed via frankly between 1 February and 29 February 2024, and the money must be received by frankly by 30 September 2024. Only one fee voucher can be redeemed per client. The voucher can only be redeemed if an all-in fee is actually due when investing in Swisscanto investment products. When several business relationships have been opened by the client, frankly may determine at its own discretion which of the business relationships the voucher will be redeemed for.

 

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.

How it works:

  1. Log in or register online and open your vested benefits account. Choose cash assets without any risk or invest your savings in your preferred strategy. It takes just a few minutes.
  2. In the web version click on the «Transfer» tile in the frankly start screen.
  3. Simply select your current pension provider from which you would like to transfer your vested benefits assets to frankly.
  4. In the next step, enter your policy number or IBAN at your current provider.
  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.
  6. Important: Check your information again, sign the form and send the transfer order to your current provider as soon as possible.

 

More information

Vested benefits: Comparison of securities solutions

Compare the fees and performance of vested benefits products with frankly’s investment products now:

Your details of current suppliers

Vested benefits securities assets
CHF

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).

Vested benefits account assets
CHF

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 equivalent value of the securities. There is no all-in fee on your frankly cash assets..

Vested benefits total assets

CHF

Selection of settlement offer (securities):

Assumption:
frankly will invest your vested benefit assets from your current provider equally in securities assets and account assets.
Find out now

Cost comparison in 10 years

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 equivalent value of the securities. There is no all-in fee on your frankly cash assets.

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: 31 December 2023, Source: Morningstar

Savings thanks to the all-in-fee of 0.44% on all frankly products
CHF 53'300

With competing product and ø 1.15% fees

* according to comparable offers from the Swiss online comparison service moneyland.ch

Your benefits with frankly:
Per year:
In 30 years

Fees are not everything! Performance is also important.

Since the launch (the period from 1 April 2020 to 31 December 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 31 December 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.

Select a settlement offer

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 equivalent value of the securities. There is no all-in-fee on your frankly cash assets.

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 31 December 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: 31 December 2023, Source: Morningstar

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