Subscriber Conditions

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 CHF 100:

  • All PostFinance customers residing in Switzerland who purchase one of the following investment solutions between 14 September 2020 and 30 November 2020 and invest at least CHF 5,000 are eligible to participate: e-asset management, investment consulting plus, fund consulting basic and fund self-service.
  • Customers with an existing investment solution (e-asset management, investment consulting plus, fund consulting basic, fund self-service) can benefit by investing at least CHF 5,000.
  • 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 Subscriber Conditions or the provision of incorrect or misleading information.
  • The investment solution must be active by 31 January 2021 and the capital invested in securities.
  • 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 February 2021.
  • Each customer can benefit from this promotion no more than once.

FAQs

  • It is possible to subscribe to e-asset management and investment consulting plus based on an individual customer relationship, but not based on customer relationships in the name of a partnership. More details about e-asset management and investment consulting plus can be found under Information on investing.

    If you are a partner customer and would like to benefit from the promotion, you can open a new individual customer relationship and related e-finance access. If you want power of attorney for e-asset management or investment consulting plus, this can be accepted and accommodated to a limited extent only. Authorized persons are not permitted electronic access to e-asset management or investment consulting plus in e-finance. They can, however, obtain information and issue written notices of termination.

  • No, you can benefit from this promotion a maximum of once per customer base if you subscribe to an investment solution between 14 September 2020 and 30 November 2020 or invest in an existing investment solution. The investment amount of at least CHF 5,000 must be paid in, the investment solution active by 31 January 2021 and the capital invested in securities.
  • The offer applies in both cases: you can subscribe to the e-asset management, investment consulting plus, fund consulting basic or fund self-service investment solutions either independently via e-finance or with an advisor at a PostFinance branch. You can subscribe to fund self-service independently via e-finance.
  • The offer is valid per customer or customer relationship. Please note that partner customer relationships and partner custody accounts are currently excluded from e-asset management and investment consulting plus. Further Subscriber Conditions and factsheets can be found under Information on investing. This means you can currently subscribe to only e-asset management and investment consulting plus based on an individual customer relationship.
  • Yes, if you already have an investment solution (e-asset management, investment consulting plus, fund consulting basic, fund self-service) and invest CHF 5,000 in the same investment solution between 14 September 2020 and 30 November 2020, you also receive the credit of CHF 100.
  • No, the offer does not apply if you transfer money from one investment solution to another. You benefit from the credit if you make a new investment of CHF 5,000 between 14 September 2020 and 30 November 2020.
  • Yes, the offer applies to fund self-service individual purchases as well as to funds saving plans. The investment amount of at least CHF 5,000 must be paid in as an individual purchase or funds saving plan and the investment solution must be active by 31 January 2021 and the capital invested in securities.
  • No, the amount cannot be distributed between different investment solutions. You must pay at least CHF 5,000 into a single investment solution as an individual investment or a funds saving plan in order to receive the credit of CHF 100. The investment solution must also be active by 31 January 2021 and the capital invested in securities.
  • To benefit from the offer, the gross amount applies – i.e. before the deduction of fees and the issue commission. In the case of partial purchases, the settlement amount for the service applies.