True Wealth promo code: CHF 100 fee credit
Receive a fee credit of CHF 100 when opening a True Wealth portfolio with the promo code TRUEW100.
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How to redeem the True Wealth promo code TRUEW100
- Open your True Wealth portfolio online in a few minutes
- Enter the True Wealth code "TRUEW100" at opening or up to 5 days afterwards
- The CHF 100 fee credit is applied over 12 months
Requirements for the CHF 100 fee credit
- New customers only, with the True Wealth referral code TRUEW100.
- The minimum deposit for a wealth management portfolio is CHF 8'500.
- The fee credit applies to the wealth management portfolio and the child portfolio.
What is True Wealth?
True Wealth is a digital asset manager (robo-advisor) that fully automates investing in ETFs. Founded in Zurich in 2013, True Wealth is one of Switzerland's first digital asset managers; today it serves more than 45'000 customers with over CHF 3 billion in assets under management. True Wealth builds a broadly diversified ETF portfolio according to your risk profile and takes care of ongoing rebalancing. The management fee for free investing is 0.50 % per year and decreases degressively to 0.25 % for larger amounts. As a FINMA-regulated asset manager, True Wealth does not hold client money itself: the securities are held as segregated assets at a Swiss custodian bank (BLKB or Saxo Bank Switzerland Ltd) and are therefore protected even in the event of bankruptcy. Cash balances are covered by the esisuisse deposit insurance scheme up to CHF 100'000.
This deal is valid until:
Frequently asked questions (FAQ)
The current True Wealth promo code is TRUEW100. With this code you receive a fee credit of CHF 100 on your True Wealth portfolio (= an automatically managed investment portfolio), spread over 12 months. You can enter the code directly when opening the portfolio or register it up to 5 days afterwards.
You enter the code either directly when opening the portfolio or up to 5 days afterwards in your True Wealth account. The CHF 100 fee credit is then offset against your management fees over 12 months.
The code TRUEW100 is exclusively for new customers. A minimum deposit of CHF 8'500 into a True Wealth wealth management portfolio or child portfolio is required.
True Wealth charges an annual management fee (= the cost of automated asset management) of 0.25 % to 0.5 % of invested assets, depending on the amount. The credit is offset against the management fee over 12 months. At CHF 8'500 that is around CHF 42 (one year free of fees); you use the full CHF 100 from roughly CHF 20'000 invested.
Yes. True Wealth is an independent asset manager regulated by FINMA (= the Swiss financial market supervisory authority). Your capital is not held by True Wealth itself but at an established Swiss custodian bank. When opening your investment account, you choose between Basellandschaftliche Kantonalbank (BLKB) and Saxo Bank (Switzerland) Ltd. At both banks, the Swiss deposit insurance scheme esisuisse applies up to CHF 100'000. At BLKB you additionally benefit from the state guarantee of the Canton of Basel-Landschaft. Because your securities are held separately, they are protected even if True Wealth went bankrupt.
True Wealth automatically invests your money in a portfolio of ETFs according to your chosen risk profile and keeps it on track through regular rebalancing.
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