Prepaid card
ZKB Investment Advisory Premium
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Premium investment advice
General information:
Suitable for people who make their own investment decisions and would like to be supported/advised by the bank. Reference currencies CHF, EUR and USD. ZKB tax report included.
Minimum investment amount:
CHF 500,000
Type of service:
Investment advisory
General costs:
The all-in fee 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 5000 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:
Available.
Additional services:
Research
Specialized asset types:
Equities, Investment funds, Bonds
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