Help CenterPillar 3aCan I hold the same number of shares and the same amount of foreign currency in my Pillar 3a as in my free assets?
Can I hold the same number of shares and the same amount of foreign currency in my Pillar 3a as in my free assets?
Whether you invest your free assets, your third pillar or both as a True Wealth client: You can always invest the same amount in shares or other asset classes. However, the foreign currency profile of your investment mix may differ, as for regulatory reasons we cover some asset classes in Pillar 3a with currency-hedged ETF or index funds. Your investment mix is determined by your personal risk tolerance, you can adjust it individually – and it does not differ between free assets and Pillar 3a pension assets. Depending on your risk tolerance, your equity or foreign currency portion may be restricted.
More questions in "Pillar 3a"
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