What these new prices and conditions mean for you depends on the number and amount of your transactions and on your custody account assets.
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New prices and conditions from 1 January 2027
Lower brokerage fees, lower rates, lower-priced e-tax statement and staggered custody account fees: as of 1 January 2027, the conditions for e-trading are becoming even more transparent and attractive.
Brokerage fees
A brokerage fee (trading commission) is due for every purchase or sale of a security. The brokerage fee depends on the size of the order and the stock exchange. In future, lower brokerage fees will apply to various stock exchange transactions.
Saving plans
The fee for saving plans is being halved. It'll now be 0.5 percent of the investment amount instead of 1 percent. The minimum fee of 1 franc will not apply.
Funds
Issue commission of 1 percent on the purchase amount will be reduced to 0.75 percent. It amounts to a maximum of 1,000 francs or the equivalent value in a foreign currency.
Custody account fee
The custody account fee is now based on the custody account assets. Whether and how the new custody account fee affects you depends on the amount of your custody account assets. The first debit will take place at the end of March 2027.
| Custody account assets in CHF | Price per quarter in CHF |
|---|---|
| Custody account assets in CHF up to 100,000 |
Price per quarter in CHF 18 |
| Custody account assets in CHF from 100,000 to 250,000 |
Price per quarter in CHF 24 |
| Custody account assets in CHF from 250,000 to 1 million |
Price per quarter in CHF 30 |
| Custody account assets in CHF over 1 million |
Price per quarter in CHF 36 |
Trading credits
As of 1 January 2027, we are replacing trading credits with reduced brokerage fees. This allows you to benefit from permanently lower trading costs for various stock exchange transactions. It also makes the price structure more straightforward: you can see directly which fees are incurred.
Electronic tax statement
The price for the electronic tax statement will be reduced from 97.30 francs to 39 francs.
FAQs
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The new prices and conditions will apply from 1 January 2027. The custody account fee will be debited for the first time at the end of March. Custody account fees will continue to be debited quarterly, but will now be debited at the end of the quarter.
The link will open in a new window Prices and conditions for e-trading from 1.1.2027
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No. The changes will be implemented automatically.
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- Lower brokerage fees for various order sizes and stock exchanges
- Halved saving plan fees – now 0.5 percent instead of 1.0 percent of the investment amount
- Reduced fees on fund purchases – now 0.75 percent instead of 1 percent
- Cheaper tax statement – now 39 francs instead of 97.30 francs
- A custody account fee based on your custody account assets
- We are replacing trading credits with reduced brokerage fees. This means you benefit directly and permanently from lower trading costs for every trade. It also makes the price structure more straightforward: you can see directly which fees are incurred.
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The custody account fee is based on the average custody account assets on the last days of the three months prior to the end of the quarter.
- Quarter 1: December, January, February
- Quarter 2: March, April, May
- Quarter 3: June, July, August
- Quarter 4: September, October, November
The custody account fee is charged at the end of each quarter.
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We would be happy to help if you have any questions. You can call us on +41 58 448 78 00