Under “Profile / Settings / Close portfolio” you can trigger the closing of a portfolio. Security investments will be sold on the next possible rebalancing day. After concluding the process you will receive a closing order by e-mail. Once we receive your signed closing order, your assets will be transferred within 36 days (maximum 31 days notice period due to the monthly rebalancing and 5 days processing time).
Please send the closing order to the following address: Terzo Pension Foundation, Team VIAC, Auberg 1, 4002 Basel
Should you wish to transfer your VIAC portfolio to another pension foundation, please select “Transfer to other pension institution” in the app and then send us a signed transfer order from the beneficiary pension foundation. Please note the portfolio number (format 22.214.171.1246.01) on this transfer order – we do not have an IBAN or account number.