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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How do I open an account with True Wealth?Where are my assets held?Can I open an account for a minor (child accounts)?Who can open an account with True Wealth?What is a test account?Can I have multiple portfolios with True Wealth?What is the minimum amount for an account?Can the investment universe (Global or Sustainable) be changed retrospectively? Is it possible to give a power of attorney for an account to a third party?Can I open a True Wealth portfolio in the name of more than one person («compte-joint» or «joint account»)?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?Is there a True Wealth app?Which are the account-holding banks?I have a new e-mail address – how can I change it?Can I setup standing (recurring) orders for withdrawals?
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