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Investment fund savings plan CLASSIC

Thinking Sustainable

Thinking Sustainable!

This product is available in an ESG (Environmental, Social, Governance) version.

Read more...

Gradual accumulation in mutual funds helps you to build up a savings plan that is compatible with your objectives, limiting the effects of fluctuations on the financial markets.

A targeted investment fund savings plan CLASSIC will be put together according to your personal needs and savings propensity.


Benefits

  • Access to investment funds, starting from small amounts
  • Low-cost savings solutions
  • Flexible participation in financial markets with a reduced portfolio risk, benefiting from reduced commission
  • Long-term return opportunities
  • Option to change the investment amount, frequency and profile at any time (once a year)
  • Additional deposits and/or temporary suspensions always possible
  • Diversification of savings.

Conditions

Initial investment From CHF / EUR / USD 500
Frequency Monthly/quarterly
Minimum investment per period From CHF / EUR / USD 200
Term Unlimited (penalty of CHF 100.-- if terminated within one year of signing the contract)
Account maintenance,
tax and year-end statement
Free of charge
Temporary suspension Maximum 4 months p.a. (if longer: termination of the contract + penalty of CHF 100.--)
Sale of funds for withdrawal Unlimited (penalty of CHF 100.-- if made within one year of signing the contract)

Any questions about our products and services?

You can contact our call centre between 8 a.m. and 5.30 p.m. Monday to Friday on 00800 800 767 76 (calls from Switzerland are free).

Alternatively, you can use our contact request forms.


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