Find out how much money you can save with frankly

Did you know that with frankly you save money even when saving? Switch your pillar 3a to frankly by 31 March 2022 & receive a voucher* worth CHF 100 off your fees. This applies in the event of a transfer of at least CHF 7,000.

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

Pillar 3a securities solutions

Compare the fees and performance of Swiss pillar 3a pension products with frankly’s investment products now.

Your details of current suppliers

3a 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).

3a 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 account balance and the equivalent value of the securities.

3a total assets

CHF

Selection of settlement offer (securities):

Assumption:
Your pillar 3a assets from your current provider will also be invested equally with frankly in securities 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 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: 31 December 2021, Source: Morningstar

Savings thanks to the all-in-fee of 0.45% on all frankly products
CHF 53'300

With competing product 
and ø 1.21% 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 28 February 2022), 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 2021, 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 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 28 February 2022, 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: 28 February 2022, Source: Morningstar


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

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.

 

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).

 

Attractive costs:

Thanks to frankly’s all-in fee, it is half the price of comparable securities savings solutions (source: moneyland.ch).

The all-in fee on accounts and securities balances is currently only 0.45%. The more users save together, the cheaper it will become, thanks to the community discount.

 

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.

 

*The transfer order must be placed in the app between 1 March and 31 March 2022 and the money must be received by frankly by 31 May 2022. 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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