Correct. …
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Have you ever got an answer to your question?
I have IB. My wife wants Swiss based broker. Can I buy VT on my personal account for her and move some shares from mine into my wife PF’s e trading account?
Currently she has no invested assets in PF, just at UBS.
Do you see any issue?
I see no issues tbh, but I didn’t get an answer unofficially or officially.
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I’m not sure it also applies for the transfer of positions, but there’re are restrictions for transferring cash to an account which is not in your own name.
We have an individual and shared account. The idea she would send money in the shared account and from there i move on personal and from there wire to IB
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I was referring to the transfer of position from “your IB account” to “your wife’s e-trading account”. But if the e-trading account is shared there should be no issues indeed.
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Hi, can anyone explain what that inpayment means ?
This is a step to open up an e-trading account with Post finance
The field should hold a value and I am not sure what implications this has.
Thank you
How much money do you plan to invest. Don‘t know what they really do with such info. Add your initial invest like 10k or whatever and fine
Compliance.
If you’re indicating a couple of millions, they’ll likely take a closer look at you and your account.
Also, I wouldn’t be surprised if you got better support.
Just choose something reasonable (money that you have and plan to invest). You can add more later - though if you deviate too much or too suddenly from your initial numbers, you might have some explaining to do.
Don’t worry too much about it though. If you’re winning the lottery tomorrow, that’s a perfectly reasonable and acceptable explanation (if you can prove that payment for the jackpot). You just be able to explain (and prove) your wealth and its source - or any huge unanticipated changes thereof.
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Makes sense, thanks for explaining