Selma – investment assistant 对比 finpension 的使用情况和统计数据

Long-term investing made easy. Selma, your digital investment assistant, helps you to invest your money the right way. Join +12’000 happy clients and start investing now. Selma Finance AG is an independent Swiss asset manager authorised by FINMA in Switzerland. With Selma you get an individual investment plan that is automatically managed for you. Further, you also have the option to open a pillar 3a account with Selma. With this app you can: • Safely log into your account and access your investments • See your overall balance on the investment and pillar 3a account • Check on your investment portfolio • Switch between Dark and Light mode • Access your Selma account details • View transactions • Download tax statements This app is made for our clients. In order to open an account and use the app you need to sign up at our website (selma.com) before. – That’s how it works – • Go to Selma.com and sign up • Chat with Selma about your personal financial situation and investment goals • Get an individual plan for investments and pillar 3a based on current life and financial situation • Open your account online in 5 minutes • Lean back and let Selma do the work for you – Low starting amounts – • Get a global investment plan that fits your life starting 2’000 CHF • Start investing into your pillar 3a with 500 CHF – Selmas Service – • Individual investment portfolio • Individual Pillar 3a • Personalized financial advice • Automatic management of your investments • Live Support –One simple monthly fee – Pricing depends on your invested sum. • Under 50’000 CHF – 0.68% per year • 50’000 – 150’00 CHF – 0.55% per year • 150’000 – 500’000 CHF – 0.47% per year • Over 500’000 CHF – 0.42% per year • Starting from 5’000’000 CHF – contact us for custom pricing – Management of your investments – • Keeps an eye on the markets 24/7 • Measures over and undervaluations over the long-term to manage how much risk you take • Adjusts your investments based on automated calculations when markets shift • Tweaks your investments based on the sum you invest and when your life situations changes

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Simpler, better and cheaper. From 1 franc and without obligation. Asset management Take care of more important things in life. We select the best ETFs and automatically reinvest your dividends. ETF savings plan Build up assets by regularly paying into your portfolio with a standing order. Children's portfolio Invest money for a child in ETFs by opening a portfolio in the child's name. Private equity Benefit from lower costs for private equity funds thanks to finpension's institutional fund access. Withdrawal plan Invest your lump-sum withdrawal in ETFs and pay yourself a temporary pension if required. 3a account Simply open a 3a account online. Pay in as much as you like and save tax. Invest pillar 3a Invest your pillar 3a in genuine pension funds that can reclaim more tax on foreign dividends. Transfer pillar 3a Simply transfer your pillar 3a to finpension. We will be happy to send you the transfer form by post on request. Vested benefits account Simply deposit your pension fund in a vested benefits account with finpension. Vested benefits custody account Invest your vested benefits assets in securities and benefit from opportunities on the capital markets. Split your vested benefits account Split your pension fund between the two vested benefits foundations of finpension and gain even more flexibility. 25 francs fee credit Recommend us to others and receive a fee credit of 25 francs.