Credit Cards
Credit Suisse Invest Compact
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Investment advice
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Transaction costs not included
Credit Suisse Investment Advisory Mandate Compact: Suitable for people who receive suggestions from their advisor but wish to make their own decisions.
Single price model, all fee components such as investment, custody, and transaction fees are charged separately.
Included in the investment fee: Personal advisor, monthly update on market developments and annual strategic advisory meeting.
Not included in the investment fee: Stock exchange fees, VAT and fees charged by third parties, additional fees when investing in units of investment funds and tax statements. No investment fee is charged on CS Multi-Asset Class products.
Investment fee (graduated tariff):
0.25% up to CHF 1 million.
0.20% up to CHF 3 million.
0.15% up to CHF 10 million.
0.10% for amounts above CHF 10 million.
Minimum fee per year: CHF 0.
Additional custody fees (sliding scale tariff):
0.25% up to CHF 1 million.
0.2% up to CHF 3 million.
0.15% up to CHF 10 million.
0.1% for amounts above CHF 10 million.
Value added tax is added to this.
For foreign assets held in custody abroad, 0.1% surcharge on the custody fees.
Item fee per year CHF 50.
Product fees are not included.
Independent trading fees: not included.
Access to products without kickbacks.
VAT and stamp duty are not included.
Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.25%. Above that, fees decreasing according to graduated tariff.
Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.25%. Above that, fees decreasing according to graduated tariff.
Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.25%. Above that, fees decreasing according to graduated tariff.
Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.25%. Above that, fees decreasing according to graduated tariff.
Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.25%. Above that, fees decreasing according to graduated tariff.
Advisory fee depending on investment amount. Up to CHF 1 Mio.: 0.25%. Above that, fees decreasing according to graduated tariff.
Individual wishes are partially possible.
