Just deposit your money and earn additional income Payout plan EasyInvest

Individual investment portfolio
Regular additional income
Attractive conditions and straightforward pricing
Key points at a glance
  • Individual investment portfolio: With EasyInvest, you invest existing funds and pension capital profitably and secure regular additional income for retirement.
  • Profitable and flexible: When structuring your payout plan, you benefit from a personal investment strategy, professional management of your funds, and a high level of flexibility.
  • Invest like the pros: You benefit from low fund costs and the same conditions as institutional investors.

The easy way to invest your money and earn an additional stream of income

The payout plan EasyInvest is exactly what a modern payout plan should be: an uncomplicated portfolio individually tailored to your needs that is professionally managed and offers flexible planning options. The plan is a special investment service provided free of charge by EasyInvest discretionary management. EasyInvest lets you invest like a pro and puts your money to work for you. It couldn’t be easier.

Your advantages with the payout plan EasyInvest

  • Flexible planning: Have your money paid out at the time and in the amount you want, and adjust your payout plan  whenever you like.
  • Individual investment portfolio: Use a customized personal strategy to optimize your investments during the payout stage.
  • Make changes anytime and from anywhere: Changing the amount of your payouts couldn’t be easier.
  • Attractive conditions and straightforward pricing: You benefit from low fund costs and the same conditions as institutional investors.
  • 24/7 online services: Our customer portal lets you check on your investments at your convenience and make changes at your discretion.

EasyInvest lets you invest just like AXA does:

  • Guaranteed affordable fund costs, optimized performance and good investment management – selection of affordable ETFs and superior investment funds from top-notch firms
  • Investment funds selected, monitored and exchanged by AXA financial experts
  • We take care of all the supporting services, such as selecting, monitoring and exchanging investment instruments, processing stock exchange orders and preparing your tax statement correctly
  • Talk to your retirement advisor about the opportunities, risks and options for your investment strategy.

Here’s how EasyInvest works

The basics explained in 90 seconds. 

EasyInvest in 3 steps

  • 1

    Sign up in the myAXA pensions portal

  • 2

    Determine your risk profile and investment mix

  • 3

    Verify your identity and sign the contract

Investment options

Would you like to help manage the risk of your investment? Then customize just the parts of your investment portfolio that you want. Would you rather not have to bother keeping up with what's going on in the stock markets? Then take advantage of AXA’s extensive investing expertise. EasyInvest makes both possible. Find out more:

  • Teaser Image
    Discretionary management EasyInvest

    When you want to make more out of your money. EasyInvest makes it simple for you to invest like the pros. Find out more about the investment options available with EasyInvest.

    Go to EasyInvest discretionary management

Legal & Documents

In order to better protect investors, Switzerland passed the Financial Services Act (FinSA) in January 2020. Below you will find related information about the duties of conduct, implementation and organization required of AXA Insurance Ltd.

Please note that the information and documents published on this website constitute advertising under Art. 68 of the Swiss Financial Services Act (FinSA) and are provided for information purposes only.

Frequently Asked Questions

  • Do I need special knowledge or experience to sign up for EasyInvest?

    No. Everything you need to know will be explained to you in simple and straightforward terms either by your advisor or in the customer portal. We will clearly explain the risks, opportunities and costs of your personal solution.

    AXA financial experts will take care of the demanding tasks, such as selecting, monitoring and exchanging investment funds or executing market transactions.

    The only thing we need your help with is determining your risk profile, which we will use to propose an investment strategy for you. You can – but do not have to – change your strategy at any time. You have a choice: You can either 1.) just sit back and invest based on the personal investment suggestions made by AXA; or 2.) make your own changes to the asset classes (e.g. how much money you would like to invest in stocks); or even 3.) make adjustments within the asset classes (e.g. how much to invest in stocks of Swiss companies).

  • How much flexibility do I have with EasyInvest and how easy is it to withdraw my money?

    EasyInvest can be adapted to accommodate your personal financial circumstances and requirements: You can make deposits and withdrawals and make changes to your investment strategy at any time. There is no cancellation period. 

  • How safe is the money I invest?

    Your investment is subject to the usual risks of the capital markets. We aim to reduce this risk through broad diversification and by carefully selecting investment funds and a suitable strategy.

    There’s no need to worry about AXA or the custody bank going bankrupt because we do not hold your securities assets or cash savings. They are held by Bank CIC as separate assets or are insured under deposit insurance.

    • Your securities assets are held at Bank CIC as separate assets. In the hypothetical case of bankruptcy, the funds will not be included with the bankruptcy assets of the account-holding bank, but will remain your property.
    • Your cash savings (which normally make up just 3% of the amount invested) are insured for up to the first CHF 100,000 under deposit insurance.
    • If AXA takes bankruptcy, your investment will remain at Bank CIC until you give the instruction to close your account and custody account or transfer the asset management mandate to another asset manager. 
  • How does AXA invest my money?

    Your money will be invested in an efficient mix of ETFs, index funds and actively managed funds: In established markets we invest in affordable ETFs and index funds. In markets with more challenging structures, we enlist the expert knowledge of qualified fund managers to unlock additional performance opportunities.

  • How is EasyInvest better than what the competitors offer?

    EasyInvest combines the advantages of traditional asset management by banks, for example, with purely digital asset management.

    EasyInvest gives you the advantages of traditional asset management, such as personal advice and the financial expertise of an established and proven asset manager, combined with attractive fund conditions that would otherwise only be available to institutional investors.

    And you can even start with smaller amounts by using the customer portal (on your own or with the help of your retirement advisor) to invest your funds in asset management. When you do this, you still retain a great deal of flexibility and are able to view your portfolio and make changes any time you like. 

  • How much do I need to for the initial investment?

    EasyInvest lets you enjoy the advantages of a professionally managed portfolio with a minimum of just CHF 7,500.

  • What are the fees for EasyInvest?

    You pay an investment fee of 1.25% of the investment to invest your money and a flat fee of 0.80% of your balance per year, which includes the entire suite of services.

    Thanks to special fund conditions, you can purchase funds at prices that are normally reserved for large investors such as pension funds: If you choose a balanced strategy, the average fund charges amount to approximately 0.40% of your invested assets per year. Investors with a conventional securities custody account (without EasyInvest) pay more than 0.80% per year for the same portfolio.

Always there for you

Do you have any questions about investing or would you like a no obligation financial or retirement planning consultation? Our experts are there for you.

AXA & You

Contact Report a claim Broker Job vacancies myAXA Login Customer reviews Garage portal myAXA FAQ

AXA worldwide

AXA worldwide

Stay in touch

DE FR IT EN Terms of use Data protection / Cookie Policy © {YEAR} AXA Insurance Ltd

We use cookies and analysis tools to improve your user experience, to personalize advertising by AXA and our advertising partner companies, and to provide social media functions. Unfortunately you cannot change your cookie settings via our Cookie Preference Center if you use Internet Explorer 11. If you would like to change your settings, please use an up-to-date browser. By using our website with this browser, you consent to the use of cookies. Data protection / Cookie Policy