Comprised in the inclusive rate are additional advisory services, brokerage fees (excl. derivatives), custody fees, costs for capital events as well as periodic performance and tax statements.
| Investment strategy || Up to CHF 1,000,000 ||From CHF 1,000,000|
|Bonds ||0.70% ||0.60%|
|Income, balanced, growth ||0.80% ||0.70%|
|Shares ||0.90% ||0.80%|
|Minimum fee per custody account||CHF 500 per half-year|