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An overview of the Service Packages

Do you want to act on your own initiative, seek counselling to a greater or lesser extent or delegate asset management entirely to us?

At Basler Kantonalbank you receive independent advice, free of any conflicts of interest. You can choose between two service packages – Delegation or DIY:

 

Your advantages:

  • Freedom to choose: You decide yourself how much advice you need.
  • Retrocessions: We pass retrocessions to you automatically – because our advice can only be truly independent if no hidden payments are included.
  • Pricing model: You have full control within the individual price or package price schedule.
  • Best-in-Class Approach: We choose from over 7,000 Swiss-registered funds with clear reproducible criteria and without predetermined partners.

With EasyTrading you have access to key stock markets around the world.

Info table
Service package EasyTrading
Advice No advice>
Added services No added services
Reporting No reporting
Statements Performance and tax statements, fee charged
Price model Unit price rate
Custody fees 0,125% p.a.
Min. fee* 25 CHF per quarter

*except for medium-term bonds and/or BKB participation notes.

With the Classic service package you receive a compact basic offering at an attractive price.

Info table
Service package
Classic
Advice Annual
Added services
  • Investment strategy jointly defined
  • Portfolio monitoring
  • Access to specialists
Reporting Annual
Statements Performance and tax statements (CH, D, F), fee charged
Price model Unit price rate
Custody fees up to 500 000 CHF 0,35% p.a.
up to 1 000 000 CHF 0,30% p.a.
from 1 000 000 CHF 0,25% p.a.
Min. fee* 30 CHF per quarter

*except for medium-term bonds and/or BKB participation notes.

With Premium you opt for in-depth advice and a comprehensive service.

Info table
Service package
Premium
Advice Individual as needed
Added services

  • Investment strategy jointly defined
  • Portfolio monitoring
  • Price monitoring
  • Market and research information
  • Access to specialists
Reporting Monthly
Statements Performance statements with unit price rate every quarter, with flat rate no restriction. Tax statement included.
Price model Unit price rate or flat rate
Custody fees Unit price rate:
up to 500 000 CHF  0,35% p.a.
up to 1 000 000 CHF 0,30% p.a.
from 1 000 000 CHF 0,25% p.a.
plus Premium surcharge of 0,15% p.a.
Flat rate:

up to 1 000 000 CHF 0,70-1,00% p.a.
from 1 000 000 CHF 0,60-0,70% p.a.

Min. fees* Unit price rate:
30 CHF per quarter
Flat rate:
250 CHF per quarter

*except for medium-term bonds and /or BKB participation notes.

With the asset management mandate you delegate the management of your assets to us.

Service package BKB Investment Solution Asset Management Mandate
Advice Individualized based on your requirements Dependent on mandate
Added services
  • Joint definition of investment strategy
  • Fund selection based on best-in-class
  • Personal client advisory service
  • Investment strategy jointly defined
  • Portfolio monitoring
  • Access to specialists
Reporting Quarterly Dependent on mandate
Statements Performance and tax statement included Performance and tax statements included
Price model Individual price: 1.25% p.a.* Flat rate, dependent on performance
or all-in fee
Custody fee None Fees dependent on strategy
Min. fee None -
Min. investment amount CHF 10,000 and higher CHF 100,000 and higher

* This value is based on an estimate, as full-year data is not yet available. The values can fluctuate slightly from year to year. The values are rounded to two decimal places.