Conditions of participation

For e-asset management, investment consulting plus, fund consulting basic and fund self-service.

The following conditions must be met in order to receive the credit of 100 francs:

  • All PostFinance customers residing in Switzerland who subscribe to or manage one of the following investment solutions and invest at least 5,000 francs between 11 September and 30 November 2023 are eligible to participate: e-asset management, investment consulting plus, fund consulting basic and fund self-service.
  • All PostFinance customers with an existing investment solution (e-asset management, investment consulting plus, fund consulting basic, fund self-service) who additionally invest at least 5,000 francs between 11 September and 30 November 2023 are also eligible to participate.
  • PostFinance reserves the right to exclude participants at its own discretion if it has legitimate reasons for doing so, e.g. manipulation in accessing the promotion, breaches of the conditions of participation or the provision of incorrect or misleading information.
  • The investment solution must be active until 29 February 2024, and the capital must be invested. All the capital invested during the special offer period is valid, regardless of price fluctuations, and minus any redemptions.
  • The credit will be paid in to your investment account for the e-asset management or investment consulting plus investment solution or to your reference account for the fund consulting basic or fund self-service investment solution by the end of March 2024. If the credit account is not in the currency of the promotion, the payment will be made to a CHF account where possible.
  • The 5,000 francs apply per investment solution, and it is not possible to split the amount between several investment solutions.
  • Each customer can benefit from this promotion no more than once per customer file.

FAQs

  • No, you can benefit from this promotion a maximum of once per customer base if you subscribe to an investment solution between 11 September and 30 November 2023 or invest in an existing investment solution. The investment amount of at least 5,000 francs must be paid in, the investment solution active until 29 February 2024 and the capital invested in securities.

  • The offer applies in both cases. You can subscribe to the investment solutions (e-asset management, investment consulting plus, fund consulting basic or fund self-service) either independently or with an advisor at a PostFinance branch.

  • The offer is valid per customer or customer relationship. You can therefore subscribe to or manage an investment solution for an individual customer relationship, as well as a partner customer relationship or partner custody account. Further Subscriber Conditions for the individual products and factsheets about the investment solutions can be found under Information on investing.

  • Yes, if you already have an investment solution (e-asset management, investment consulting plus, fund consulting basic, fund self-service) and you invest 5,000 francs in the same investment solution between 11 September and 30 November 2023, you will also receive 100 francs as credit. Any redemptions from fixed assets from 1 September 2023 onwards will be deducted. The net investment amount (purchases less redemptions) must total at least 5,000 francs between 11 September and 30 November 2023, and you must maintain investments in the relevant securities until 29 February 2024.

  • No, the offer does not apply if you transfer money from one investment solution to another. You will receive the credit if you make a new investment of at least 5,000 francs between 11 September and 30 November 2023.

  • Yes, the offer applies to both individual purchases and funds saving plans. For funds saving plans, the cumulative sum of at least 5,000 francs applies during the promotional period.

  • No, to be eligible for the promotion, the amount cannot be distributed between different investment solutions. You must pay at least 5,000 francs into a single investment solution either in the form of an individual investment or a funds saving plan in order to receive the 100 francs of credit.

  • The sum paid in/purchased at the time of the investment is what is relevant. Subsequent market fluctuations are not taken into account.