Prepaid card

ZKB Investment Management Classic

  • Standard mandate

General information:

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.

Minimum investment amount:
CHF 100,000
Type of service:
Investment management
General costs:

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:

Product fees are not included.

Transaction fees:

Independent trading fees: not included.

Retrocessions:

Products without kickbacks.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Not available.

Low risk:

Equities in portfolio: between 5% up to 30%.

Limited risk:

Equities in portfolio: between 10% up to 35%.

Balaned risk:

Equities in portfolio: 20-65%.

Substantial risk:

Equities in portfolio: 40-85%.

High risk:

Equities in portfolio: 50-95%.

Individual requests:

Not available.

Additional services:
Research
Specialized asset types:
Equities, Bonds

Special offers for Moneyland users

Moneyland Special Offers

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  • No exchange fees for foreign payments (interbank exchange rates)

  • 24 ATM withdrawals worldwide per year free of charge

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  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Funds

Allianz Fund Investments

  • Special offer with CHF 200 welcome bonus

  • No prior knowledge necessary: Advice from experts

  • One of the 10 largest asset managers worldwide

Special offers for Moneyland users

Moneyland Special Offers

Swiss Bank

Bank WIR Bankpaket Top

  • Free account & card

  • No exchange fees for foreign payments (interbank exchange rates)

  • 24 ATM withdrawals worldwide per year free of charge

Swiss Broker

Saxo Bank Special Offer

  • Special offer: Reimbursement of brokerage fees up to CHF 200 for 90 days

  • Licensed Swiss bank (FINMA)

  • Free expert research and trading signals

Swiss Trading Platform

Cornèrtrader Special Offer

  • Special offer: particularly favorable conditions for Moneyland users

  • No custody account fees for shares

  • Swiss online bank with FINMA license

Swiss digital bank

Alpian

  • CHF 100 welcome bonus

  • Favorable foreign exchange rates

  • Multi-currency account with Visa card (CHF, EUR, USD, GBP) 

Funds

Allianz Fund Investments

  • Special offer with CHF 200 welcome bonus

  • No prior knowledge necessary: Advice from experts

  • One of the 10 largest asset managers worldwide

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Swiss Bank

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