I would like to transfer funds from my free assets at True Wealth to Pillar 3a this year. By when must the transfer be made at the latest?
Please arrange this transfer in your True Wealth login area by Monday 18.12.2023 at the latest. The required securities will be liquidated to the required extent, converted into CHF, cleared and transferred to your 3a assets. Due to these background processes, no transfer requests can be processed after this date. However, if you have missed this deadline, you still have the opportunity to deposit external funds into your Pillar 3a until 27.12.2023 (value date of the deposit).