ZKB Investment Advisory Classic

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». 

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 are not included.

Independent trading not possible.

Products without kickbacks.

VAT and stamp duty are not included.

Not available.

Strategy «Relax».

Strategy «Select».

Strategy «Balance».

Strategy «Ambition».

Strategy «Focus».

ZKB investment advisory mandate Classic.