Swiss Bank Accounts: Investment Fund Account
Opened in one of Switzerland's biggest bank, this account allows you to invest all the money you transfer to your account automatically, in a combination of investment funds suited to your investor profile. You get the advantage of a good yield while maintaining liquidity (no forenotice needed to withdraw money). .
- The best of both worlds : long term investments with little constraints
- Universal bank with all the banking services you can possibly need.
- Internet access
|
| Jurisdiction |
Switzerland |
| About the bank |
One of the biggest banks in the world, with over 48'000 employees, Sfr.600'000 millions of deposits and more than Sfr.29'000 millions of equity. Started operations in 1912. |
| Min balance |
€7,500 |
| Opening by mail |
Yes |
| Internet banking |
Available - many powerful options Internet banking is not available for people living in Australia, Canada, Japan, Singapour, New-Zealand and the USA. People from Canada, Australia, Singapour and New-Zealand who need internet access can open an Internet banking account which also offers excellent investment services. |
| Mail retaining |
Available for an annual Sfr.200 charge. |
| Credit cards |
Eurocard / Mastercard, Visa |
| Investment options |
You define an investment strategy with your account officer and then all the money that is transferred on your account will automatically be invested in a combination of investment funds that reflects your profile. When you need to withdraw money, the necessary amount of fund's shares are sold automatically. |
| Annual expenses |
Free |
| Account officer language |
- French
- English
- German
- Italian
|
| Available currencies |
Any currency |
| Restricted countries |
|
| Restricted citizenships |
|
| Set-up fee |
€1100 |
|
|
|
