ZugerKB Investment Advisory Basic
Invest money for the long term, and make use of a compact package of services.
As an investor, you rarely alter the composition of your securities, take long-term investment decisions and want expert advice depending upon the particular situation. An annual Portfolio Check keeps you informed about the performance of your investment assets, highlighting aspects where action is needed as well as possible risks.
Investment Advisory Basic
Basic terms and conditions
Investment advisory services
Portfolio monitoring and reporting
Publications and services
Supplementary services (if required)
- With Investment Advisory Basic, investment decisions are the responsibility of the client.
- Investments are associated with risks because, among other things, they are subject to financial market fluctuations.
- ZugerKB Investment Advisory does not offer any guarantee of a positive performance.
- The brochure «Special Risks in Securities Trading» published by the Swiss Bankers Association provides detailed information about potential risks. Further product documents are available for individual investment instruments.