Benefits
- Privacy
- Diversification Globally
- Tailored to your needs strategy
- Liquidity
- Hegde against possible decline of your chosen currency
- A1 customer service
There are four types of logics you can make your choice. These are
- Fixed Income asset class
- Blue Chip asset class
- Technology asset class
- 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 >>
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.
|