PostFinance Investment Consulting Plus

Investment advice
Direct opening possible

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General information:

Suitable for people who make their own investment decisions and would like to be supported/advised by the bank. In addition to the Focus Switzerland mandate, mandates with an international focus and sustainable mandates are also offered.

Minimum investment amount:

CHF 5000

Type of service:

Investment advisory

General costs:

The flat fee becomes smaller the larger the invested amount is.
Up to CHF 80,000: fees of 0.9% per year (minimum fee CHF 720 per year).
From CHF 80,000: fees of 0.9% per year.
From CHF 250,000: fees of 0.85% per year.
From CHF 500,000: fees of 0.8% per year.
From CHF 1 million: fees of 0.75% per year.
Included in the flat fee are custody account management, asset management, brokerage fees (250 transactions per calendar year free of charge, thereafter CHF 100 per transaction) and tax statements. Not included are product costs, VAT, third-party commissions, third-party charges and stamp duty.

Product fees:

Product fees are not included.

Transaction fees:

Transaction costs are partially included in the flat fee.

Retrocessions:

Products without kickbacks.

Taxes:

Stamp taxes and VAT are not included in the flat-rate fee.

Minimal risk: