Fees and conditions cleverinvest


Service fee 0,50% p.a.
Transaction fees, purchase/sale (brokerage fees) Free of charge

Change of strategy or

themes selected
Free of charge
Custody fees Free of charge
Payment order/withdrawals

1 withdrawal per month free of charge

other withdrawals CHF 5

Service fees charged

Frequency Quarterly
Basis Total assets in the portfolio (incl. liquidity)
Calculation reference date On the last day of the month
Invoicing reference date On the first day of the quarter

Fees are charged in advance at the start of a period.

General instructions 

  • The Bank reserves the right to change prices and services. Any such changes will be communicated to the client in a suitable manner.
  • The General Terms and Conditions of Business of Bank CIC apply.
  • The prices and fees listed do not include Swiss value added tax (VAT). If payable by law, VAT will be added.
  • Legal taxes and fees on securities transactions (e.g. stamp duty) will be added if applicable.
  • For information on fees for other services, please contact your relationship manager.
  • Opening: there will be no charges for the current quarter.
  • Termination: no refund will be issued for the quarter charged for in advance.