What happens to my account if True Wealth is acquired or ceases trading?
Your investments are not held by True Wealth AG, but by the account-holding bank. This applies to both cash and securities. The assets of your Pillar 3a are also held externally, in our case at the Basellandschaftliche Kantonalbank.
If True Wealth is taken over, your account will remain with our account-holding bank and you can dispose of it at any time. If True Wealth ceases its business activities, your account will also remain with our account-holding bank until you have closed your account or transferred the asset management mandate to another asset manager.