Prepaid card

ZKB Investment Advisory Classic

  • Standard investment advice

General information:

Suitable for people who make their own investment decisions and would like to be supported/advised by the bank. Reference currency Swiss franc. Types: «Basic», «Sustainable (ESG)» and «Index». 

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

The all-in fee of 0.95% per year includes investment advisory fees, custody fees, transaction and reporting fees, tax reports. The all-in fee excludes product fees and taxes (VAT, stamp duty).

Minimum fee of CHF 1000 per year.

Product fees:

Product fees are not included.

Transaction fees:

Independent trading not possible.

Retrocessions:

Products without kickbacks.

Taxes:

VAT and stamp duty are not included.

Minimal risk:

Not available.

Low risk:

Strategy «Relax».

Limited risk:

Strategy «Select».

Balaned risk:

Strategy «Balance».

Substantial risk:

Strategy «Ambition».

High risk:

Strategy «Focus».

Individual requests:

ZKB investment advisory mandate Classic.

Additional services:
Research
Specialized asset types:
Equities, Investment funds, Bonds

Special offers for Moneyland users

Moneyland Special Offers

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

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) 

Special offers for Moneyland users

Moneyland Special Offers

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

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) 

Deal of the Day
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Funds

Allianz Fund Investments

Special offer with CHF 200 welcome bonus