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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.
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.
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).
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.
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.
Should I take all the money out of my pension fund, or is it better to receive a pension than get paid a lump sum? The most important facts and tips to help you decide can be downloaded here.
The majority of the Swiss population favors the sustainable investment of their pension assets, as revealed by a representative survey carried out by AXA Switzerland.
According to AXA’s retirement monitor, the Swiss are in favor of the retirement reform because voluntary savings are the most popular way to save for the future.
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.
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