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