Prepaid card
ZKB Investment Management Premium
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Premium mandate
Suitable for people who want to delegate their investment decisions to the bank. Reference currencies CHF, EUR and USD. Basic", "Sustainable (ESG)" and "Index" features. ZKB tax report included.
For all risk profiles the following all-in fee applies: Up to CHF 1 Mio: 1.3%, up to CHF 2 Mio.: 1.2%, up to CHF 5 Mio.: 1.1%, up to CHF 10 Mio.: 1%, above CHF 10 Mio.: on request.
Minimum fee: CHF 6000 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 are not included.
Independent trading fees: not included.
Products without kickbacks.
VAT and stamp duty are not included.
Not available.
Equities in portfolio: between 5% up to 30%.
Equities in portfolio: between 10% up to 35%.
Equities in portfolio: 20-65%.
Equities in portfolio: 40-85%.
Equities in portfolio: 50-95%.
Not available.
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