finpension 6.2.2

finpension AG ❘ Freeware ❘
iOS

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

Asset Management
<ul>
<li>Prioritize what matters most by allowing us to select optimal ETFs and automatically reinvest dividends on your behalf.</li>
</ul>

ETF Savings Plan
<ul>
<li>Gradually build wealth through regular contributions to your portfolio via standing orders.</li>
</ul>

Children's Portfolio
<ul>
<li>Establish an ETF-based investment account in a child's name to secure their financial future.</li>
</ul>

Private Equity
<ul>
<li>Access institutional-grade private equity funds at reduced costs through finpension's exclusive offerings.</li>
</ul>

Withdrawal Plan
<ul>
<li>Utilize lump-sum withdrawals by investing in ETFs and, if needed, establishing a temporary pension for income.</li>
</ul>

3a Account
<ul>
<li>Easily open a 3a retirement account online, contribute at your discretion, and benefit from tax advantages.</li>
</ul>

Invest in Pillar 3a
<ul>
<li>Choose genuine pension funds for your pillar 3a savings to optimize tax recovery on foreign dividends.</li>
</ul>

Transfer Pillar 3a
<ul>
<li>Seamlessly transfer your pillar 3a funds to finpension. Request the transfer form by mail if needed.</li>
</ul>

Vested Benefits Account
<ul>
<li>Deposit your pension fund assets into a vested benefits account with finpension for straightforward management.</li>
</ul>

Vested Benefits Custody Account
<ul>
<li>Invest vested benefits assets in securities to capitalize on market opportunities.</li>
</ul>

Split Your Vested Benefits Account
<ul>
<li>Diversify your pension assets across two vested benefits foundations within finpension for enhanced flexibility.</li>
</ul>

25 Francs Fee Credit
<ul>
<li>Refer others to finpension and receive a 25-franc fee credit as a token of appreciation.</li>
</ul>

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Latest Version
6.2.2

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