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Special Asset Classes

Benefits

  1. Privacy
  2. Diversification Globally
  3. Tailored to your needs strategy
  4. Liquidity
  5. Hegde against possible decline of your chosen currency
  6. A1 customer service

There are four types of logics you can make your choice. These are

  1. Fixed Income asset class
  2. Blue Chip asset class
  3. Technology asset class
  4. Emerging markets asset class

As you go deep in choosing your class of investment, your risk level and returns increases. Your base wealth in fixed and blue chips preserves your capital without eroding away from inflation, and currency sinks. While in technology and emerging markets asset classes maximises your long term profits, allowing you to forecast and position yourself into the future trends.

Special Asset Class (PLAN 1)
   
Investment with Switzerland Bank
Type Managed bank account
Name Managed bank account
Account Opening Minimum USD 50'000
Add on minimum USD 10'000
Add on limits no limit, anytime
Multiple Depositary Institutions no
Reference currency CHF, USD, EUR
Early withdrawal penalties no
Partial withdrawals yes
Loans yes
Life Income possible no
Commissions no initial payload
Creditor Protection no
Currency switch n/a
Portfolio switch yes, CHF 250 per order
self-directed investment yes available
Term/Deferment period no
Target Investment return (cannot be guaranteed for future)

Fixed = 3%
Blue chips = 8%
Technology = 11%
Emerging markets = 11%
Small and mid caps = 11%

Annual custodian advisory fee none
Annual management fee 1.0%
Other costs and fees

Custodial fee = 0.5% (decreasing)

One time brokerage fee = 5% (decreasing)

none

Guaranteed fixed interest/return no
Capital guaranteed no
Max age at purchase n/a
Life Insurance coverage no
   

 

Special Asset Class (PLAN 2)
   
Investment with Switzerland Bank
Type Managed bank account
Name Managed bank account
Account Opening Minimum USD 100'000
Add on minimum USD 100'000
Add on limits no limit, anytime
Multiple Depositary Institutions no
Reference currency CHF, USD, EUR
Early withdrawal penalties no
Partial withdrawals yes
Loans yes
Life Income possible no
Commissions no initial payload
Creditor Protection no
Currency switch n/a
Portfolio switch yes, bank charges minimal
self-directed investment yes available
Term/Deferment period no
Target Investment return (cannot be guaranteed for future) Fixed = 3%
Blue chips = 8%
Technology = 11%
Emerging markets = 11%
Annual custodian advisory fee none
Annual management fee 0.9% - 2.4% depending upon investment amount
Other costs and fees

Custodial fee = 0.225% (decreasing)

Transaction fee = 0.5% (decreasing)

plus any 3rd party costs(if any).

Guaranteed fixed interest/return no
Capital guaranteed no
Max age at purchase n/a
Life Insurance coverage no
   

 

We can send you proposal, necessary application forms by post free of charge to your contact address.

Should you have further, questions please contact us

 


SWISS ANNUITY APPLICATION >>

Adobe PDF Full list of information booklet download here >>

For more information please refer our Frequently Asked Questions(FAQ's) section. Should you have any questions of general category, please do not hesitate to Contact Us.

 

 

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