finpension 6.2.2

finpension offers a streamlined and cost-effective approach to asset management, starting from just 1 franc with no obligation involved.

Asset Management

• Prioritize what matters most by allowing us to select optimal ETFs and automatically reinvest dividends on your behalf.

ETF Savings Plan

• Gradually build wealth through regular contributions to your portfolio via standing orders.

Children's Portfolio

• Establish an ETF-based investment account in a child's name to secure their financial future.

Private Equity

• Access institutional-grade private equity funds at reduced costs through finpension's exclusive offerings.

Withdrawal Plan

• Utilize lump-sum withdrawals by investing in ETFs and, if needed, establishing a temporary pension for income.

3a Account

• Easily open a 3a retirement account online, contribute at your discretion, and benefit from tax advantages.

Invest in Pillar 3a

• Choose genuine pension funds for your pillar 3a savings to optimize tax recovery on foreign dividends.

Transfer Pillar 3a

• Seamlessly transfer your pillar 3a funds to finpension. Request the transfer form by mail if needed.

Vested Benefits Account

• Deposit your pension fund assets into a vested benefits account with finpension for straightforward management.

Vested Benefits Custody Account

• Invest vested benefits assets in securities to capitalize on market opportunities.

Split Your Vested Benefits Account

• Diversify your pension assets across two vested benefits foundations within finpension for enhanced flexibility.

25 Francs Fee Credit

• Refer others to finpension and receive a 25-franc fee credit as a token of appreciation.