Find out how much money you can save with frankly vested benefits

Did you know that with frankly you save money even when saving? You can save this much in fees with frankly compared with competitors.

Vergleich deine Säule 3a - soviel kannst du mit frankly sparen

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 Cash.

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 Cash.

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 Cash.

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

Save on fees with a CHF 35 voucher* + a chance to win CHF 1,000 

Voucher code: FRANKLYFZ

 

Here’s how it works:

  1. Register online with your computer or tablet
  2. Open a vested benefits account in just a few minutes
  3. Enter the code "FRANKLYFZ" while setting up an account & win CHF 1,000
  4. Discover frankly, make your first deposit and transfer your existing pension savings

*Can only be redeemed by new frankly clients within 48 hours of opening their first account. The code cannot be used in conjunction with any other voucher codes. Valid until 31 December 2024. No all-in fee is payable on the cash. Information on the competition can be found at frankly.ch/gws. 

 

© 2024 Savings 3 Pension Foundation of Zürcher Kantonalbank and Vested Benefits Foundation of Zürcher Kantonalbank

Your advantages with frankly

Quick and under­stand­able

Fully digital. No paperwork and no bank visits.

Att­rac­tive yield oppor­tu­nit­ies 

Invest in high-quality Swisscanto investment products or keep your pension assets in cash.

Simply cheap 

59% cheaper than com­parable securities savings offers (source: moneyland.ch).

Sus­tain­able in­vest­ing 

Swisscanto’s active investment products with sustainability approach.

 

It only takes a few minutes to get started



Get started now and open a vested benefits account

 

Start with frankly today and invest in multiple award-winning investment products from Swisscanto. Digital, transparent and secure.

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