cleverinvest
Fees and conditions cleverinvest
Fees
| Fee | |
| Service fee | 0,50% p.a. |
| Transaction fees, purchase/sale (brokerage fees) | Free of charge |
|
Change of strategy or themes selected |
Free of charge |
| Custody fees | Free of charge |
| Payment order/withdrawals |
1 withdrawal per month free of charge other withdrawals CHF 5 |
Service fees charged
| Frequency | Quarterly |
| Basis | Total assets in the portfolio (incl. liquidity) |
| Calculation reference date | On the last day of the month |
| Invoicing reference date | On the first day of the quarter |
Fees are charged in advance at the start of a period.
General instructions
- The Bank reserves the right to change prices and services. Any such changes will be communicated to the client in a suitable manner.
- The General Terms and Conditions of Business of Bank CIC apply.
- The prices and fees listed do not include Swiss value added tax (VAT). If payable by law, VAT will be added.
- Legal taxes and fees on securities transactions (e.g. stamp duty) will be added if applicable.
- For information on fees for other services, please contact your relationship manager.
- Opening: there will be no charges for the current quarter.
- Termination: no refund will be issued for the quarter charged for in advance.
