BEKB Investment Management 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).

The usual trading fees apply to independent trading outside the scope of the asset management mandate.

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: 90%. 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.