Portfolio management instruction fees PRIMUS ACTIVE and ETHIC
|
Minimum fee |
|
CHF 1'500.-- |
|
p.a. * |
|
Assets up to |
CHF 1 million |
0.500 % |
|
p.a. * |
|
Assets up to |
CHF 2 million |
0.375 % |
|
p.a. * |
|
Assets exceeding |
CHF 2 million |
0.250 % |
|
p.a. * |
|
|
|
|
|
charged annually pro rata at the end of each quarter |
Portfolio management instruction all-in fee PRIMUS PASSIVE
|
|
|
strategy balanced |
strategy dynamic |
|
|
|
|
|
|
Minimum fee |
|
CHF 1'500.-- |
p.a. * |
|
CHF 1'500.-- |
p.a. * |
|
Assets up to |
CHF 1 million |
0.90 % |
p.a. * |
|
1.00 % |
p.a. * |
|
Assets up to |
CHF 2 million |
0.80 % |
p.a. * |
|
0.90 % |
p.a. * |
|
Assets exceeding |
CHF 2 million |
0.70 %
|
p.a. * |
|
0.80 % |
p.a. * |
|
|
|
|
|
|
|
|
|
custody fees 0.20 % p.a. * |
|
Including all transaction fees, charged annually pro rata at the end of each quarter |
Portfolio management instruction all-in fee PRIMUS TREND
|
Minimum fee |
|
CHF 1'500.-- |
|
p.a. * |
|
Assets exceeding |
CHF 50'000.-- |
2.0 % |
|
p.a. * |
|
|
|
|
|
custody fees 0.20 % p.a. * |
|
Including all transaction fees, charged annually pro rata at the end of each quarter |
* plus 7.6% VAT for private individuals, corporations, domiciliary and holding companies resident or based in Liechtenstein and Switzerland.
A summary of all portfolio management conditions and fees can be downloaded as a pdf file.