Conditions of participation

All PostFinance customers resident in Switzerland who invest at least 25,000 francs (net) in one of the following investment solutions between 16 March 2026 and 12 April 2026 are eligible to participate:

  • E-asset management
  • Investment consulting plus
  • Fund consulting basic
  • Fund self-service
  • Retirement funds

Existing customers can invest the amount in an existing or newly opened investment solution. Customers who do not yet have an investment solution must first subscribe to one.

PostFinance reserves the right to exclude persons from participation at its own discretion if there are legitimate reasons for doing so, in particular in the event of any manipulation linked to the promotion, any violation of these conditions of participation, or false or misleading information.

The investment solution must be active for a minimum period of three months, until 13 July 2026, and the capital must be invested. The capital invested during the promotional period is decisive, regardless of any fluctuations in value, minus any redemptions. Redemptions from the investment solution from 16 March 2026 will be deducted from the investment amount. The net investment made into the investment solution must be at least 25,000 francs.

The minimum investment of 25,000 francs applies per investment solution and cannot be divided amongst multiple investment solutions or accumulated.

Each customer can benefit from this promotion only once per customer file.

The credit of 500 francs (net) will be paid into an investment account for e-asset management and investment consulting plus investment solutions, or into a reference account for fund consulting basic and fund self-service investment solutions by 31 August 2026. For retirement funds, the credit is paid into the participant’s private or savings account with PostFinance in Swiss francs. If the customer does not have a corresponding account, PostFinance reserves the right to delay the payment until the customer has opened such an account.

The promotion is not an invitation or recommendation to purchase certain investment services and financial instruments. The promotion does not take into consideration the specific or future investment goals, financial or tax situation or particular needs of any specific customer and is therefore not a suitable basis for investment decisions. The price, value and return of investments may fluctuate. Investment in financial instruments is subject to certain risks and does not guarantee the retention of the capital invested or an increase in value. All investment services and financial instruments provided by PostFinance are unavailable to US persons and other persons whose domicile or tax liability is outside of Switzerland and will therefore neither be offered nor sold/provided to them.

Frequently asked questions

  • No, you can benefit from this promotion a maximum of once per customer file if you subscribe to an investment solution or invest in an existing investment solution between 16 March 2026 and 12 April 2026. The investment amount of at least 25,000 francs must be paid in, the investment solution active by 13 July 2026, and the capital invested.

  • Yes, the offer applies in both cases. You can subscribe to the investment solutions yourself via e-finance or in a PostFinance branch with an advisor.

  • This offer applies per customer. You can therefore subscribe to or manage an investment solution for an individual customer relationship, a partner customer relationship or a partner custody account. Further subscriber conditions relating to the individual products and factsheets about the investment solutions can be found at Information on investing.

  • Yes, if you already have an investment solution (e-asset management, investment consulting plus, fund consulting basic, fund self-service or retirement fund) and you invest 25,000 francs in the same investment solution between 16 March 2026 and 12 April 2026, you will also receive 500 francs of credit. Any redemptions from fixed assets from 16 March 2026 will be deducted. Between 16 March 2026 and 12 April 2026, the net investment amount must be at least 25,000 francs and the capital must be invested by 13 July 2026.

  • No, the offer does not apply if you transfer money from one investment solution to another. You will receive the credit if you make a new investment of at least 25,000 francs between 16 March 2026 and 12 April 2026.

  • Yes, the offer applies to both individual purchases and funds saving plans. For funds saving plans, the cumulative sum of at least CHF 25,000 applies during the promotional period.

  • No, to be eligible for the promotion, the amount cannot be distributed amongst different investment solutions. You must pay at least 25,000 francs into a single investment solution either in the form of an individual investment or a funds saving plan in order to receive the 500 francs of credit.

  • The sum paid in/purchased at the time of the investment is what is relevant. Subsequent market fluctuations are not taken into account.

  • The sum paid in/purchased at the time of the investment is what is relevant. Any fees incurred in connection with the investment are not relevant for the credit of 500 francs.