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Old 12.02.2011, 18:47
jrm jrm is offline
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transfer of 3rd pillar from insurance company to bank

hi everyone,

i would like to transfer my 3rd pillar from axa to postfinance, does axa have the right to make me pay a fee for this ?

has any of you been in the same situation before ?

thank you
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Old 12.02.2011, 18:54
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Re: transfer of 3rd pillar from insurance company to bank

is it a 3rd pillar in form of "account" (axa bank) or "life insurance" (axa life)?
If account there should be no fees.
If life insurance, the transferred amount can be less than what you contributed in total.
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Old 12.02.2011, 19:30
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Re: transfer of 3rd pillar from insurance company to bank

it's from axa winthertur, so more like insurance i'm afraid..... ?
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Old 02.09.2011, 15:57
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Re: transfer of 3rd pillar from insurance company to bank

I'd like to know your experiences transferring your 3rd pillar savings to a different bank. Is it possible at all?

I'm about to open an account and wouldn't like to be locked in with a bank. How do you request the transfer? Is there any penalty?
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