How much does True Wealth's Pillar 3a cost?
True Wealth's Pillar 3a offering is free of charge and we do not charge an asset management fee on invested pension assets. Cash holdings are remunerated at an annual interest rate of 1.0 per cent. Custody account management is also free and there are no trading commissions. The ETFs in the investment universe charge all investors product costs (TER) directly from the fund – regardless of whether you place the ETFs individually in a custody account or have them managed by us. These amount to around 0.15% for the global and 0.25% for the sustainable investment universe.
Thanks to pooling & netting, we are able to avoid numerous transactions in stock exchange trading altogether and reduce the remaining costs (for example currency exchange or federal stamp duty) to a minimum. For the remaining currency conversions, advantageous conditions are applied: 10 pips or 0.10% on the foreign currency transaction volume.
More questions in "Pillar 3a"
Can’t find what you’re looking for?
Contact us
Ready to invest?
Open accountNot sure how to start? Open a test account and upgrade to a full account later.
Open test account