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Where are my assets held?

Your untied (free) assets are held in an independent custody account in your name at our account-holding bank. The same applies to the child and youth portfolios, with the difference that the account is in the child's name.

Pillar 3a assets are held in safekeeping at a pension foundation in accordance with the statutory provisions, in our case at the Pension Foundation 3a Digital.

As your mandated asset manager, True Wealth can carry out transactions there in the investment instruments selected for you and debit the asset management fees incurred.

Payments can only be made to a bank account in your name or to your 3a retirement savings account held with us.

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