Thread: 3rd Pillar Pension Fund
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Old 28.02.2009, 12:25
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Re: 3rd Pillar Pension Fund
Quote:
magyir
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Just opened a 3rd Pillar with Postfinance and filled in another form for my existing 3a to be transferred there. Made it clear the account was dedicated to the indirect amortization of a mortgage (PF rates now 2.75% vs. 2.25% with ZKB).

Just got a letter back from the Kantonalbank where I still have my mortgage and they say it has an "unmittelbar Verbindung" with my mortgage therefore they won't comply.

So my only option is to change mortgage providers? (Or send in the lawyer?).
I think you need to talk to the KB manager and tell them you will remortgage if they dont accept the security on the PostBank 3rd pillar. They are more than capable of taking security from 3rd parties...

D
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