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Transferring money

07.01.2021

Can I transfer the money away from finpension at any time?

Yes, the 3a credit balances with finpension 3a Retirement Savings Foundation can be withdrawn at any time.

07.01.2021

Can I only transfer a part?

If you already have a 3a account, you can only transfer «en bloc». This means that you cannot transfer just any amount, but must always transfer the entire balance of a 3a account. If you have more than one 3a account, you can move each balance around and transfer it from one provider to another.

07.01.2021

Can 3a balances be transferred from one bank to another?

Yes, that’s possible. You can have 3a accounts or custody accounts cancelled and transferred to another provider.

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finpension AG

finpension AG
Hirschmattstrasse 36
6003 Lucerne

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hc.noisnepnif@ofni

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041 500 22 26

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