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    Zuger Kantonalbank

    Investment Advisory Basic

    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 fee on average custody account assets
    0.45% p.a. (minimum fee CHF 150 p.a.)
    Reimbursement of retrocessions (on investment funds)
    Personal advisor
    Investment advisory services
    Establish the investment strategy based on personal requirements
    Investment proposal during the first meeting
    Specific investment recommendations at maturity
    Portfolio monitoring and reporting
    Asset statement with detailed information on the performance of the portfolio
    Regular monitoring of the portfolio and suggestions on any action required
    Portfolio Check, with analysis of current portfolio risks
    annually, with compact information
    Publications and services
    Publications of Zuger Kantonalbank
    access to the compact package of publications
    Client-relevant research information
    Custody account management incl. safekeeping and administration
    Stock market orders in Switzerland and abroad
    through personal advisor, e-banking and by telephone
    Access to e-banking and mobile banking
    Supplementary services (if required)
    ZugerKB account set (Basic, Comfort or Premium)
    50.00% discount
    Tax statement
    50.00% discount

    The risks

    • 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.

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