03.04.2024
23.04.2024
If you click on the three dots on the desired portfolio, a context menu opens. There you will see the “Enter payout” function.
Withdrawals are only permitted to a verified reference account. A verified reference account is a Swiss bank account that is in your name and from which you have made at least one deposit to a portfolio at finpension. By making a deposit, we can verify you as the account holder.
By restricting withdrawals to a verified reference account, we can increase the security of our investment solution for you . On the other hand, it makes it easier for us to comply with regulatory requirements relating to money laundering.
Yes, you are free to decide how much you want to pay out.
Yes, you can enter a regular payout. The process is as follows: Regular payouts end at the latest when the portfolio value reaches zero. No regular payouts are possible for portfolios with private market investments.