Prepaid card
BEKB Investment Management
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Standard mandate
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 between. 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.
