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Save and invest at the same time. With the BKB Fund Savings Account.

So that you can gradually build up and withdraw your assets. With a savings or withdrawal plan.

Your deposits, e.g. by standing order, and the dividends are invested directly into funds. We invest your account balance in full on a daily basis, so that every franc is invested. You can select your investment strategy - and as such the relevant risk - yourself. We are happy to help you calculate your risk profile. To do this, we use an investor questionnaire.

Tailored to your requirements: Wealth building and asset depletion as planned
Simple: Automatic investment/reinvestment of the deposits/dividends
Flexible:
  • Deposits/withdrawals as you wish, no availability restrictions
  • Investment strategy can be changed at any time.
Extensive: Large selection of funds, selected by a best-in-class approach
Optimized: Average cost prices through regular deposits
Informed: Free, annual fund savings account reporting on 31st December, request in BKB e-banking.
Minimum investment amount: CHF/EUR/USD 50.00 (deposits are only invested from the minimum investment amount)
Billing currencies: CHF/EUR/USD
Variants: Wealth building/savings plan
 Asset withdrawal/withdrawal plan
Terms: No fixed terms
Payment period types: Flexible, depending on the standing order/deposits
Availability:Withdrawals through the sale of fund shares possible at any time
Immediate conversion of the “Wealth Accumulation” type into the “Asset Withdrawal” type
Interest rate:No interest payment
Fund selection:Large selection of funds, selected by a best-in-class approach
Commission/broker’s fee for acquisition and sale of funds:As per the “Conditions in Investment Transactions” brochure
Safekeeping fee:As per the “Conditions in Investment Transactions” brochure
Account management:Free
Securities directory:CHF 20.00 p.a.
Bank statements:One per year free of charge on 31st December; each subsequent statement CHF 1.00
Fund savings account reporting:One per year free of charge on 31st December; each subsequent statement CHF 1.00

Have a personal consultation at one of our BKB branches. Our consultants are happy to help you.

More information

Please note that you are currently on a web page which shows products and services which are only authorized and offered in Switzerland. Investors in other countries are explicitly excluded.