True Wealth

True Wealth AG

Mayelana nalolu hlelo lokusebenza

Ukutshala imali nokwenza amalungiselelo akukaze kube lula kangako.
Unquma izindlela zokuqapha futhi uhlale ulawula isu lakho lokutshala imali ngaso sonke isikhathi. Siqinisekisa ukuqaliswa: kulula, okusobala futhi okuyongayo.

Ukuphathwa kwempahla okuphrofeshinali akudingeki ukuthi kubize:
Izinkokhelo eziphakeme ziyisitha esikhulu sembuyiselo yakho. Yingakho senza konke esingakwenza ukugcina izindleko ziphansi ngangokunokwenzeka. Sikhetha amathuluzi okutshala asebenza kahle kakhulu. Futhi yonke into isivele ifakiwe enkokhelweni yethu yokuphatha impahla engu-0.25 kuya ku-0.50%:
• Izimali zediphozithi
• Amakhomishana okuhweba
• Amadiphozithi nokuhoxiswa kwemali
• Isitatimende se-eTax saseSwitzerland
• Ukwenza iphrofayela engozini
• Ukulinganisa kabusha kwephothifoliyo

Izindleko zomkhiqizo wangaphandle (TER) nazo zincintisana kakhulu. Balinganiselwa ku-0.15% kuphela kwiphothifoliyo yomhlaba wonke. Idiphozithi encane yokuphathwa kwempahla yethu ngu-CHF 8,500. Asazi mayelana nokukhahlela emuva, ukubuyiselwa emuva noma izinkokhelo ezifihliwe. Sizimele ngokuphelele ekukhetheni kwethu amathuluzi okutshala imali.

Iziphi izinzuzo zokuphathwa kwempahla okuphrofeshinali nge-True Wealth?
• Isu lokutshala imali elifanelana nawe. Futhi ongakwazi ukuzivumelanisa noma nini.
• Ukubika lokho kucacile. Futhi ukuthi uyaqonda ekuqaleni.
• Ukubonisa ngale kuze kufike emininingwaneni yokugcina. Sizokukhombisa inani lezindleko nganoma yisiphi isikhathi.
• Unokukhetha phakathi kwendawo yonke yokutshalwa kwezimali okusimeme.
• Ukuqapha nokulinganisa kabusha: Siqapha iphothifoliyo yakho futhi siyibuyisele endleleni efanele uma kudingeka.
• Ukulawulwa kobungozi kanye nokwakhiwa kwephothifoliyo okusekelwe kuzimiso zesayensi.
• Imali ephezulu, asikho isikhathi esincane. Ukufinyelela impahla yakho nganoma yisiphi isikhathi.
• Vula iphothifoliyo futhi uchaze isu lakho lokutshala imali ngaphansi kwemizuzu eyi-15.
• Hlola yonke imisebenzi nge-akhawunti ebonakalayo ngaphandle kokusebenzisa isenti lemali yangempela.

Insika yethu 3a:
Insika yesithathu ihlanganiswe kalula nesisombululo sethu sokuphathwa kwempahla, kodwa ingasetshenziswa futhi njengomkhiqizo ozimele. Futhi akubizi lutho: 0.0% imali yengcebo yangempela. Futhi phezu kwalokho kunenzalo engu-1.25% emalini. Idiphozithi encane ngu-CHF 1,000.
Isixazululo sethu futhi siza nezici ezintsha: Ngenxa ye-akhawunti ezenzakalelayo emangalisayo, sikuvulela ama-akhawunti amahlanu e-3a ngokuhamba kwesikhathi futhi ngokuzikhethela "ukugcwalisa kabusha okuzenzakalelayo" ngeke uphinde uphuthelwe idiphozi.

Amaphothifoliyo ezingane nabantu abasha:
Iphothifoliyo yezibambiso yomuntu siqu yengane yakho? Hlola. I-akhawunti esegameni lengane? Hlola. Isu ngalinye lokutshala imali elicabangela isikhathi eside sokutshala imali kwengane yakho? Hlola.
Sinesixazululo sabatshalizimali abasha. Kusukela ku-1,000 CHF ubuncane bediphozithi.

Mayelana Nengcebo Yangempela
I-True Wealth yasungulwa ngo-2013 ngu-Oliver Herren, umsunguli we-Digitec Galaxus AG, kanye no-Felix Niederer, isazi sefiziksi kanye nomphathi wephothifoliyo, njengenhlangano yesitoko yaseSwitzerland ezinze eZurich. Amakhasimende angaphezu kuka-18,000 atshale imali ngohlelo lokusebenza lwe-True Wealth kanye nenkundla futhi aphathise inkampani imali engaphezu kwesigidigidi samafranc. I-True Wealth inikezwe ilayisense njengomphathi wempahla yeqoqo futhi ingaphansi kokugadwa yi-Swiss Financial Market Supervisory Authority FINMA.

Yini entsha

True Wealth unterstützt nun auch den dunklen Farbmodus.