Prepaid card
ZKB Investment Advisory Classic
-
Standard investment advice
General information:
Suitable for people who make their own investment decisions and would like to be supported/advised by the bank. Reference currency Swiss franc. Types: «Basic», «Sustainable (ESG)» and «Index».
Minimum investment amount:
CHF 100,000
Type of service:
Investment advisory
General costs:
The all-in fee of 0.95% per year includes investment advisory fees, custody fees, transaction and reporting fees, tax reports. The all-in fee excludes product fees and taxes (VAT, stamp duty).
Minimum fee of CHF 1000 per year.
Product fees:
Product fees are not included.
Transaction fees:
Independent trading not possible.
Retrocessions:
Products without kickbacks.
Taxes:
VAT and stamp duty are not included.
Minimal risk:
Not available.
Low risk:
Strategy «Relax».
Limited risk:
Strategy «Select».
Balaned risk:
Strategy «Balance».
Substantial risk:
Strategy «Ambition».
High risk:
Strategy «Focus».
Individual requests:
ZKB investment advisory mandate Classic.
Additional services:
Research
Specialized asset types:
Equities, Investment funds, Bonds
Show categories
