Prepaid card
ZKB Investment Management Classic
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Standard mandate
Suitable for people who wish to delegate their investment decisions to the bank. Reference currency Swiss franc. Types: «Basic», «Sustainable (ESG)» and «Index». ZKB tax report included.
For all risk profiles the following all-in fee applies: 1.3% per year. Minimum fee: CHF 1200 per year.
The all-in fee includes investment management fees, custody fees, transaction fees, tax reports. The all-in fee excludes product fees and taxes (VAT, stamp duty).
Product fees are not included.
Independent trading fees: not included.
Products without kickbacks.
VAT and stamp duty are not included.
Not available.
Equities in portfolio: between 5% up to 30%.
Equities in portfolio: between 10% up to 35%.
Equities in portfolio: 20-65%.
Equities in portfolio: 40-85%.
Equities in portfolio: 50-95%.
Not available.
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