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Old 09.08.2016, 18:01
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Can I move my Pillar 3a account from UBS to another bank?

I'm thinking of closing my UBS account. What happens if the Pillar 3a is the only account remaining from me in the UBS? Will the charge for it?
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Old 09.08.2016, 18:41
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Re: Can I move my Pillar 3a account from UBS to another bank?

Read you UBS pillar 3 contract to determine the transfer fees. You can move the funds to a pillar 3 account at any other institution. Cantonal banks normally charge CHF 100, with some there is no charge at all for the transfer but UBS may be different.
As it's actually beneficial to have multiple P3 accounts (because they're insured per institution) you may as well leave what you have at UBS and open another one elsewhere.
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