The annual cost of 1.00% on assets consists of a service fee of 0.05%, an account and custody fee of 0.35%, and an asset management fee of 0.60%.
Example 1
A minimum investment amount of CHF 10,000 corresponds to CHF 8.33 per month or CHF 100 per year plus VAT. In addition, financial instrument costs are charged for the products used (structured products and funds). These depend on the individual composition of your portfolio They will be between 0.25% - 0.71% of the invested amount. Additionally, the statutory stamp duty of 0.15% of the transaction volume is charged on individual transactions.
Example 2
If CHF 500 is invested in an investment theme, a one-time tax of CHF 0.75 is charged.