Frankly - referral code refab75db

 

Frankly

Frankly is a 3a pension plan backed by ZKB. It comes with a very fresh look and feel. A quick review on its strengths.

Strengths

  • efficient onboarding process
  • easy choice of investment product out of sustainable, responsible, passive and then a scale of 5 different strategies each 


  • low all-in-fee of currently 0.44% - just reduced from 0.45%, update January 2024
  • simple and effective app

Weaknesses
  • none
Other minor points to note
  • as the total assets under management gets larger, Frankly wants to pass on savings and reduce their fees. the next milestone was communicated at 2.5bn and a resulting 0.44% fee was achieved, January 2024
  • languages: German/French/English
Overall it is a great and well rounded 3a product. To me personally it is one of the most straightforward solutions for the 3a market.

It is best combined with a regular (such as monthly) payment (standing order), resulting in dollar cost averaging:




Referral code / Gutscheincode
  • refab75db
This will yield a 35 CHF discount on fees.

Sign-up from:

Comments

  1. Experience CompanySeptember 5, 2024 at 9:46 AM

    Frankly's 3a pension plan, backed by ZKB, offers a modern approach to Pillar 3a Switzerland retirement savings. Its strengths include an efficient onboarding process, diverse investment options (sustainable, responsible, passive), and a low all-in fee of 0.44%, recently reduced from 0.45% as of January 2024. The app is user-friendly, and Frankly plans to reduce fees further as assets grow, with the next milestone at 2.5bn. Available in German, French, and English, it's a straightforward and effective 3a solution, especially with regular contributions for dollar-cost averaging.

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