What happens to the children's portfolio when my child grows up?
Best of all, the child's portfolio, including all securities, remains invested and is seamlessly transferred to the child or young adult. From the child's 18th birthday, he or she will have sole access to the account and full power of disposal over all assets invested in his or her name.
To this end, we will ask you for your child's e-mail address in due course so that we can switch the customer relationship.
More questions in "Child portfolios"
What are True Wealth child and youth portfolios?Who can open a child account or a child portfolio with True Wealth?Can other family members such as grandparents or godparents open a child account?Will my child receive an individual investment strategy?What is the minimum deposit amount for a child portfolio at True Wealth?What documents do I need to open a child account?Can the child's assets be paid out at any time?We do not yet have the minimum deposit of CHF 1'000 for the children's portfolio completely available. Can we still open an account already?Can other family members, friends or acquaintances pay into the children's account in addition to the parents?How is the child portfolio taxed?Will my child get their own login for the child portfolio?
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