Prepaid card
Valiant Classic Investment Management
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Fund mandate
Valiant Classique asset management: These are mainly investment funds - the corresponding costs (TER) are added.
Included in the flat fee are asset management, custody fees, transaction costs within mandate, quarterly statement of assets, Swiss tax register and annual portfolio review. When the asset management mandate is terminated, sales are not made within the flat-rate price; the ordinary price model is applied.
Product fees (TER) are not included.
Independent trading fees: not included.
Kickbacks will be refunded.
VAT and stamp duty are not included.
Not available.
Equities in portfolio: 25%. All-in fee: 1.15% of the investment amount up to CHF 2 million. Above CHF 2 million: 1.05% of the amount.
Not available.
Equities in portfolio: 45%. All-in fee: 1.35% of the investment amount up to CHF 2 million. Above CHF 2 million: 1.25% of the amount.
Equities in portfolio: 65%. All-in fee: 1.4% of the investment amount up to CHF 2 million. Above CHF 2 million: 1.3% of the amount.
Equities in portfolio: 90%. All-in fee: 1.55% of the investment amount up to CHF 2 million. Above CHF 2 million: 1.45% of the amount.
Individual requests possible from CHF 1 Mio. Price on request.
Moneyland Special Offers
Moneyland Special Offers
Amex Gold & Alpian Account
50% off the annual fee in first year
45'000 bonus points (instead of 15'000)
CHF 75 Moneyland-Bonus (Code LAND25) + CHF 50 Alpian bonus
Cornèrtrader Special Offer
Special offer: particularly favorable conditions for Moneyland users
No custody account fees for shares
Swiss online bank with FINMA license
Amex Platinum Card
50% off the annual fee in the first year
Extra bonus: 75,000 instead of 45,000 Membership Rewards points
Further benefits: 10% discount on purchases in Gübelin boutiques & Up to CHF 160 Dining credit per year in over 600 GaultMillau restaurants
Yuh
No account fees
Banking partner: Swissquote & Postfinance
CHF 20 trading credit with code «YUHMONEYLAND»
Amex Gold & Alpian Account
50% off the annual fee in first year