The current flat rate of 0.9% p.a. is calculated monthly based on the portfolio assets and charged quarterly (plus VAT on a part of the flat rate).
There are then the ongoing fund costs, which differ from fund to fund.
The flat rate includes the custody account management price, the issuing commissions and digital advice, as well as the opportunity to invest in a wide range of commission-free investment funds.
Clients under 26 years old and students under 30 with UBS key4 banking get a 50% discount on the flat rate and therefore pay only 0.45% p.a.
The price is charged monthly based on the portfolio assets and quarterly (plus VAT on a portion of the flat rate).
There are also the ongoing fund costs, which differ from fund to fund.
The flat rate includes the custody account management price, the issuing commissions and digital advice, as well as the opportunity to invest in a wide range of commission-free investment funds.
The following services are included in the price:
- Investment advice via UBS Digital Banking for single transactions without taking the client portfolio into account
- Automatic investment in UBS investment funds in accordance with investment instruction
- Account and custody account management
- Subscription (purchase via primary market) and redemption (sale via primary market) of shares in UBS investment funds, as well as their purchase or sale via securities trading (secondary market)
- Access to asset classes without sales compensation (no retrocessions)
- Any duties, fees and taxes payable to third parties in connection with issuing commissions, stock exchange transactions or custody account management
- Issue surcharges, redemption commissions and other fees charged by issuers.
Before opening your key4 smart investing solution, we’ll show you all the relevant documents digitally. After opening, all the documents will also be sent to you either digitally or in the mail, depending on your corresponding instructions.
