07.01.2021
If you terminate an existing employment relationship, you can transfer your pension fund assets to the finpension Vested Benefits Foundation. Once you have registered with us, we will provide you with an online prefilled vested benefits capital transfer form. Do you already have a vested benefits account? Then you can switch to valuepension at any …
20.10.2021
You can already choose an investment strategy when you register. You can then change the strategy at any time free of charge by selecting a different strategy or customizing the strategy.
On the second bank working day of each week, we buy or sell the fund units required to implement the investment strategy you have chosen . But before we trade, we check whether other clients within the clientele of the finpension Vested …
Due to price fluctuations, the effective weightings of the fund units can 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 rebalanced. Investments are sold and bought to restore the target weightings …
The fee is calculated on the average value of the pension fund assets at the end of the month. The fee is charged to the pension fund assets on a quarterly basis. In the event of admission or withdrawal, the costs will be charged pro-rata temporis on a monthly basis. Further information on fees can …
A withdrawal cannot be instructed electronically. It is always made using the form. Each reason for withdrawal requires different documents that the insured person must submit in addition to the withdrawal form. Generally, what is required is a copy of the ID and the signature of the registered partner. The finpension Vested Benefits Foundation …