E-trading
PostFinance offers savings plans for ETFs, shares and themed certificates
PostFinance is the first major Swiss retail bank to offer its customers the ability to open savings plans via its e-trading platform for ETFs, shares and themed certificates. “Put simply, a savings plan works like a standing order,” says Philipp Merkt, Chief Investment Officer at PostFinance. “Investors buy securities automatically and regularly via the PostFinance e-trading platform – on a weekly, fortnightly, monthly or quarterly basis. It’s simple and cost-effective, which is why savings plans are in vogue and becoming increasingly popular.” Savings plans also offer a great deal of flexibility: they can be paused at any time, and the maximum amount to be invested can also be easily adjusted to what is currently financially possible.
Put simply, a savings plan works like a standing order.
Comprehensive range of savings plans
In e-trading, customers have access to a total of 30 different ETFs. ETF stands for exchange traded funds – funds that are traded on the stock exchange and directly track an index such as the SMI. Unlike many traditional funds, ETFs are managed passively, which means lower administrative and distribution costs. The share savings plans allow customers to use e-trading to buy around 300 shares from the most important indices such as the SMI, DAX or Dow Jones. Several PostFinance themed certificates are also eligible for the savings plan.