07.01.2021
You can already choose a strategy when you register. You can then change the strategy at any time free of charge by choosing another strategy or by customizing the strategy.
Deposits and transfers are invested on the second bank working day of the week . In order to still be taken into account on the trading day, the deposits and transfers must be received in the account of finpension 3a Retirement Savings Foundation on the previous day. Procedure in detail: The bank of the …
26.01.2022
If you want to be sure that the strategy change will be implemented, you must make the change by the end of the day before the trading day. For changes on the trading day, we cannot say whether they will still be taken into account or not. The cut-off time may vary.
Due to price fluctuations or changes in strategy, the effective weightings of the fund units may deviate from the specified target weightings of the investment strategy. If the weighting of a fund deviates from the target weighting by more than one percentage point, your entire portfolio will be realigned. Fund units are sold and purchased …
In the application you can create a request that you want to withdraw the portfolio. You will then receive an e-mail with the form which you must fill in and return signed for the purchase. As soon as the form has been completely filled in and signed, we will set your investment strategy to “in …