Finpension (2nd/3rd pillar investing)

Things eventually worked out. It trully looks like they were overloaded.
Did two transfers, one a while back and the other one just end of last week. The second transfer was now finished together with the first one. So the situation trully seems to be that things ended up on a backlog pile for a bit more than a week. Too much work and probably some processes that are less automated than one could imagine…

2 Likes

Interesting.

To me it took literally 10 days (start of request to selling the units to transfer of the funds to arrival at FP). And the main time taken was between request and selling. The funds were transferred within 2 days of selling the units. Referring to UBS to FP

However in FP, investments are made only on Tuesdays, so if the money doesn’t arrive by Monday, it would remain uninvested for a week.

Aye I am not talking about 3A, just regular custody account. Transferring my 3A from SwissLife to Finpension took maybe two weeks.

Ahh okay. I didn’t capture that

so based on your experience which 2 Pilar account do you recommend …Finpension or VIAC?

3 posts were merged into an existing topic: 3rd pillar investment solution from VIAC [2024]