Feature Switch Fund

Owned by Mats Janemalm
Last updated: 2018-02-05
1 min read

Belongs to business initiative: Flexible Pension Savings 

Background

Chronicle published on placera.nu

Swedish savers pay 2 billion kronor annually in management fees only to the ten largest funds. It's unreasonably high and affects people who either do not know what they pay or those who have old profits and do not want to trigger tax by selling.

Acceptance criteria

  • Does the customer see how much tax has to be paid before he or she accepts the fund change?
  • Can the customer automatically receive information about fund swaps that could be more profitable?
  • Is Customer Service notified when a fund exchange is over the limit to bad business, so they can call the Customer and provide advice?
  • Can the customer make a limitation on the number of possible fund changes over a month?
  • Can the customer follow historical fund changes from a summary picture?

Business value

  • The customer will feel great security and simplicity in exchange of funds so that our services do not limit the customer's needs.
  • Our customers recommend our services to friends and acquaintances.

All material on this site is published in accordance with Konomark.