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The EasyInvest payout plan is exactly what a modern payout plan should be: an investment portfolio that is specifically tailored to your needs, professionally managed, easy to use and gives you flexible planning options. The plan is a special investment service provided free of charge by EasyInvest discretionary management. EasyInvest lets you invest like a pro and puts your money to work for you. It couldn’t be easier.
Sign up in the myAXA pensions portal
Determine your risk profile and investment mix
Verify your identity and sign the contract
Set up your EasyInvest investment profile now to get secure online access to your investment account any time you want.
Go directly to myAXA | Information about our customer portal
Use the EasyInvest payout plan if you would like to boost your retirement income.
The EasyInvest payout plan allows you to invest your money and have part of it paid out automatically to provide an additional source of regular income. You don't need any specialist knowledge, and you benefit from competitive terms and maximum flexibility.
No. Everything you need to know will be explained to you in plain language either by your retirement advisor or in the customer portal. We will clearly explain the risks, opportunities and costs of your personal solution.
AXA financial experts will take care of the more complex tasks, such as selecting, monitoring and reallocating investment funds or executing market transactions.
The only thing we need your help with is determining your risk profile, which we will use to propose an investment strategy for you. You can – but do not have to – change your strategy at any time. You have a choice: You can either 1.) just sit back and invest based on the personal investment suggestions made by AXA; or 2.) make your own changes to the various asset classes (e.g. how much you would like to invest in stocks); or even 3.) make adjustments within the individual asset classes (e.g. how much you would like to invest in stocks of Swiss companies).
EasyInvest can be adapted to accommodate your personal financial circumstances and requirements: You can make deposits and withdrawals and make changes to your investment strategy at any time. There is no cancellation period.
Your investment is subject to the usual risks of the capital markets. We aim to reduce these risks through broad diversification and by carefully selecting investment funds and a suitable strategy.
There’s no need to worry about AXA or the custody bank going bankrupt because we do not hold your securities assets or cash savings. They are held by Bank CIC as separate assets or are insured under deposit insurance.
In order to better protect investors, Switzerland passed the Financial Services Act (FinSA) in January 2020. Below you will find related information about the duties of conduct, implementation and organization required of AXA Insurance Ltd.
Please note that the information and documents published on this website constitute advertising under Art. 68 of the Swiss Financial Services Act (FinSA) and are provided for information purposes only.
Do you have any questions about investing or would you like a no obligation financial or retirement planning consultation? Our experts are there for you.
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