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

Special Offer: CHF 42.90/m

Fiber & Sky Show

  • Fiber up to 2.5 Gbit/s & unlimited premium series

  • CHF 42.90/m for 6 months (then CHF 40.90/m)

  • Free activation (worth CHF 99)

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote

  • CHF 20 trading credit with code «YUHMONEYLAND»

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

Swissquote

  • Leading Swiss online bank with FINMA license

  • Free multicurrency account & low commissions

  • Access to more than 3 million products (shares, ETFs, crypto and more)

Online private account

UBS Banking for adults

  • Open and manage your account, savings account, and cards easily in the UBS Mobile Banking App

  • Plus KeyClub rewards program

  • 50 CHF welcome gift

Special offers for Moneyland users

Moneyland Special Offers

Special Offer: CHF 42.90/m

Fiber & Sky Show

  • Fiber up to 2.5 Gbit/s & unlimited premium series

  • CHF 42.90/m for 6 months (then CHF 40.90/m)

  • Free activation (worth CHF 99)

Free bank account

Yuh

  • No account fees

  • Banking partner: Swissquote

  • CHF 20 trading credit with code «YUHMONEYLAND»

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

Swissquote

  • Leading Swiss online bank with FINMA license

  • Free multicurrency account & low commissions

  • Access to more than 3 million products (shares, ETFs, crypto and more)

Online private account

UBS Banking for adults

  • Open and manage your account, savings account, and cards easily in the UBS Mobile Banking App

  • Plus KeyClub rewards program

  • 50 CHF welcome gift

Deal of the Day
×
Special Offer: CHF 42.90/m

Fiber & Sky Show

Fiber up to 2.5 Gbit/s & unlimited premium series