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    ZugerKB E-Invest / custody account

    Selecting your own financial investments with peace of mind.

    Our practical solution for investors who decide they do not need our expertise: With our user-friendly E-Services you can manage your investments yourself online and can always count on reliable settlement. Our e-banking service also enables you to manage your investments flexibly at all times. And should questions arise, a «Zuger Kantonalbank direct» employee will be pleased to help.

    E-Invest

    Basic terms and conditions
    Investment fee on average custody account assets
    0.3% p.a. (minimum fee CHF 100.– p.a.)
    Reimbursement of retrocessions (on investment funds)
    Support
    Personal advisor
    No investment advisory
    Portfolio monitoring and reporting
    Asset statement with detailed information on the performance of the portfolio
    annually
    Publications and services
    Publications of Zuger Kantonalbank
    access to the compact package of publications
    Custody account management incl. safekeeping and administration
    Stock market orders in Switzerland and abroad
    In e-banking and by telephone (Zuger Kantonalbank direct)
    Access to e-banking and mobile banking
    Supplementary services (if required)
    ZugerKB account set (Basic, Comfort or Premium)
    50.0% discount
     

    The risks

    • Investments made using the E-Invest service are the full responsibility of the client and are not monitored by the bank.
    • Investments are associated with risks because, among other things, they are subject to financial market fluctuations.
    • The brochure «Special Risks in Securities Trading» published by the Swiss Bankers Association provides detailed information about potential risks.

    Disclaimer: The information published on this ZugerKB website is for marketing purposes. Further legal information