Who pays the costs for transferring assets from my bank to frankly?
frankly covers the costs of selling your existing securities (transaction costs), the fee for balancing your account, subject to compliance with any notice periods, and any fee for transferring your pillar 3a assets or vested benefits assets. However, no other costs are taken into consideration.
In particular, no costs associated with 3a insurance policies will be covered.
Credits and discounts can only be offset against fees that are actually payable. Unused credits and discounts expire when the account is closed.
Refund
Send the statement of costs from your bank to support.frankly@zkb.ch.
We will give you a discount on the all-in fee for this amount. We will inform you as soon as we have processed your statement.