Why should you choose True Wealth's Pillar 3a?

If you manage your Pillar 3a with us, we automatically take care of many things in the background that you would otherwise have to deal with individually. Here is an overview of the key benefits:

More cost-efficient than the others

We have automated all our investment processes as far as possible and pass on the benefits of digitalization to you in full. Our management fee for Pillar 3a is 0.0%. In addition, we offer optimized investment instruments such as index funds that are exempt from withholding tax.

Automatically save on taxes

The most important thing with Pillar 3a is to make payments every year. We make it very easy to never miss a payment again. Simply activate the automatic top-up feature. It ensures that your deposits flow into Pillar 3a up to the defined limit. Anything above this is invested in your free assets.

Five accounts automatically

In the background, we automatically set up five 3a accounts over the years and ensure that they are filled evenly. For the most tax-optimized withdrawal possible in the future.

One strategy for everything

We believe that investing should be simple. Whether in free assets or in Pillar 3a. That's why your decisions apply to both: free (untied) assets and the third pillar are based on the same risk profile and the same investment strategy.

State guarantee at the custodian bank

We do everything we can to ensure security. The securities and cash holdings of your Pillar 3a are held in custody at Basellandschaftliche Kantonalbank (BLKB), a bank with a state guarantee.

Click here for True Wealth's Pillar 3a.