Where are my assets held?
Your assets are kept in an independent, separate account or custody account with our account-holding bank. True Wealth may only carry out transactions in the investment instruments selected for you there and debit the due asset management fee. In principle, withdrawals are only possible to a bank account in your name or to your retirement savings account 3a managed by us.
More questions in "My Account"
What is a test account?How do I open a True Wealth account?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?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?Why is True Wealth not on the list of asset managers authorised and supervised by FINMA?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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