Credit Suisse Invest Compact

Additional investment advice
Additional stock exchange fees

General information:

With additional advisory services and the following fees:
Up to CHF 1 Mio.: 0.25% per year.
CHF 1 to CHF 3 Mio.: 0.2% per year.
CHF 3 to CHF 10 Mio:. 0.15% per year.
Above CHF 10 Mio.: 0.1% per year.
In addition, there is the VAT.
No minimum fee.

Custody fees:

Up to CHF 1 Mio.: 0.25% per year.
Above CHF 1 Mio. to 3 Mio.: 0.2% per year.
Above CHF 3 Mio. to 10 Mio.: 0.15% per year.
Above CHF 10 Mio.: 0.1% per year.

Minimum per VALOR: CHF 50 per year.
Securities abroad: +0.1% per year.

In addition, there is the VAT.
Calculated according to the tiered rate.

Cash interest rate:

Not specified.

Swiss equities:

Transaction fees SIX:
Up to CHF 5000: CHF 30.
Up to CHF 15,000: CHF 60.
Up to CHF 25,000: CHF 90.
Up to CHF 50,000: CHF 150.
Up to CHF 100,000: CHF 240.
Up to CHF 250,000: CHF 360.
Above CHF 250,000: CHF 480.
Online discount via CS Direct Net: 10%.

European equities:

Transaction fees:
Up to CHF 5000: CHF 45.
Up to CHF 15,000: CHF 90.
Up to CHF 25,000: CHF 140.
Up to CHF 50,000: CHF 200.
Up to CHF 100,000: CHF 320.
Up to CHF 250,000: CHF 480.
Above CHF 250,000: CHF 640.
Online discount via CS Direct Net: 10%.

US equities:

ETFs:

The same fees as for equities apply.

Bonds:

The same fees as for equities apply.

Structured products:

The same fees as for Swiss equities apply for selected structured products. For other structured products, the fees for foreign markets apply.

CFDs:

Not possible.

Forex:

More than 200 currency pairs.

Account currency:

Not specified.

Tax statement:

CHF 10 per position. Minimum fee of CHF 50. VAT will be added.

Exchange fees:

Stock exchange fees may be charged to the client in addition to the transaction costs ("brokerage fees") listed above. The amount of stock exchange fees charged on depends on the stock exchange and other factors.

Stock exchanges:

Australian Securities Exchange, Bolsa de Madrid, Borsa Italiana, Euronext Amsterdam, Euronext Paris, Hong Kong Stock Exchange, Johannesburg Stock Exchange, London Stock Exchange, NASDAQ, New York Mercantile Exchange, New Zealand Exchange, Shanghai Stock Exchange, SIX Structured Products, SIX Swiss Exchange, Tokyo Stock Exchange, Wiener Börse, Xetra

Order types:

Market order, Limit order, Stop order, Stop limit order

Specialized services:

Alerts, Business accounts, Free consultation, Free training seminars, Personal contact with client trading, Real-time quotes, Research, Telephone-based trading, Mobile access

Specialized asset types:

Equities, Investment funds, Bonds, Derivatives and structured products, Forex, ETFs, Futures, Options, Warrants