Help CenterMy AccountWhy is True Wealth not on the list of asset managers authorised and supervised by FINMA?
Why is True Wealth not on the list of asset managers authorised and supervised by FINMA?
True Wealth AG is authorised by FINMA to manage assets of occupational pension schemes and is also subject to direct supervision by FINMA. Accordingly, True Wealth is included in the following FINMA list: List of authorised fund management companies, managers of collective assets and representatives of foreign collective investment schemes.
True Wealth's FINMA authorisation covers both the asset management of pension assets (such as Pillar 3a) and the asset management of free assets. Unlike asset managers who only manage free assets, True Wealth is not only authorised by FINMA but also supervised by FINMA.
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Is it possible to change the investment universe (Global or Sustainable) at a later date?What is the minimum amount for subsequent deposits?Can the custodian bank be changed later?What are the differences between a real account and a test account?Where are my assets held?What is a test account?How do I open a True Wealth account?What is the minimum amount for an account?Can I have multiple portfolios with True Wealth?Can I open an account for a minor (child accounts)?Is there a True Wealth app?Which are the account-holding banks?Can I set up a standing order – in the sense of a savings plan – for deposits?I have a new e-mail address – how can I change it?Can I open a True Wealth portfolio in the name of more than one person («compte joint» or «joint account»)?Who is eligible to open an account?Is a power of attorney for third parties possible on a client account?Can I setup standing (recurring) orders for withdrawals?
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