People who save on a regular basis invest systematically and for the long term to realise their life dreams. If you have a Start account set, Zuger Kantonalbank will credit your fund savings plan start with 50 francs a year.
Example: Stefanie is 22 years old and is investing CHF 1,000 as an initial payment into her ZugerKB fund savings plan start. Afterwards she will invest CHF 100 a month for ten years, thus benefiting from the “average price” effect. On top of that, she receives the CHF 50 a year savings deal until she turns 26. Unlike with an ordinary savings account, Stefanie thus participates in the development of the securities markets and has the opportunity to grow her savings faster.
| Requirement | Young adult aged between 18 and 26 with a Start account set |
| Restriction | Only one fund savings plan start is possible per client |
| Fund universe | Zuger Kantonalbank Strategy Funds |
| Deposits | Minimum: CHF 100 per month during a calendar year (1 Jan. – 31 Dec.) by monthly standing order from a Youth Plus private account |
| Investment cycle | On the first and third Tuesday in the month (depending on receipt of payment) |
| Savings deal |
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The information provided here is for information and marketing purposes only. Furthermore, the Terms and Conditions for the ZugerKB fund savings plan apply. The ZugerKB fund savings plan start will be treated the same as the existing fund savings plans of Zuger Kantonalbank after the client’s 26th birthday.
Do you have questions about the fund savings plan start? Please get in touch – we will be happy to discuss your individual situation in a non-binding consultation.
Disclaimer
This publication is for information and marketing purposes only and does not constitute an offer, solicitation or recommendation to buy or sell any particular product, to effect any transaction or to conclude any legal act. The risks associated with an investment fund are explained in detail in the respective sales prospectus. Prospectuses as well as annual and semi-annual reports of the respective investment funds can be obtained free of charge from Zuger Kantonalbank. To the extent permitted by law, the bank excludes any liability for any losses, whether based on this information or as a result of the risks inherent in the financial markets. The prices and values of the investments described and the resulting returns may fluctuate, rise or fall. Any reference to past performance is not a guarantee of future results. This documentation is directed solely at persons resident in Switzerland who are not US persons (within the meaning of Regulation S under the US Securities Act of 1933, as amended). This documentation is expressly not directed to any person whose nationality and/or residence prohibit access to such information under applicable law. Neither this document nor copies thereof may be sent abroad or taken there. Shares of this fund may not be offered, sold or delivered within the United States. Shares of this Fund may not be offered, sold or delivered to citizens of the United States or to residents of the United States and/or to other persons or entities whose income and/or gains, regardless of source, are subject to U.S. income tax, or to persons who qualify as U.S. persons under Regulation S under the U.S. Securities Act of 1933, as amended, and/or the U.S. Commodity Exchange Act, as amended.