BEKB Investment Management

Asset management: Suitable for people who do not want to worry about investment decisions. Reference currency: CHF.

The all-in fee includes custody fees, account fees, transaction fees, tax reports, commissions.

The all-in fee excludes product fees, exchange fees and taxes (VAT, stamp duty).

TER of funds is not included.

Independent trading fees: not included.

Products without kickbacks.

VAT and stamp duty are not included.

Equities in portfolio: 0%. All-in fee depending on investment amount. Up to CHF 250,000: 1.15%; CHF 250,001 to CHF 1,000,000: 1.1%; from CHF 1,000,001: on request. Minimum fee: CHF 1495.

Equities in portfolio: 20%. All-in fee depending on investment amount. Up to CHF 250,000: 1.25%; CHF 250,001 to CHF 1,000,000: 1.2%; from CHF 1,000,001: on request. Minimum fee: CHF 1625.

Not available.

Equities in portfolio: 40%. All-in fee depending on investment amount. Up to CHF 250,000: 1.35%; CHF 250,001 to CHF 1,000,000: 1.3%; from CHF 1,000,001: on request. Minimum fee: CHF 1755.

Equities in portfolio: 60%. All-in fee depending on investment amount. Up to CHF 250,000: 1.45%; CHF 250,001 to CHF 1,000,000: 1.4%; from CHF 1,000,001: on request. Minimum fee: CHF 1885.

Equities in portfolio: 89%. All-in fee depending on investment amount. Up to CHF 250,000: 1.55%; CHF 250,001 to CHF 1,000,000: 1.5%; from CHF 1,000,001: on request. Minimum fee: CHF 2015.

On request.