id,product_id,bank_id,fee_type,label,amount,currency,frequency,tier,channel,note,source_page,valid_from,access_tier
vontobel:advice_premium:minimum,vontobel:advice_premium,vontobel,mgmt_fee,Advice Premium Minimum Fee (Flat),45000.0,CHF,annual,,,,9,2025-11-01,pro
vontobel:select:minimum,vontobel:select,vontobel,mgmt_fee,Select Minimum Fee,7500.0,CHF,annual,,,,11,2025-11-01,pro
vontobel:advice_plus:minimum,vontobel:advice_plus,vontobel,mgmt_fee,Advice Plus Minimum Fee (Flat),6750.0,CHF,annual,,,,9,2025-11-01,pro
vontobel:lombard:extended_check,vontobel:lombard,vontobel,service_fee,Extended Credit Check (low end),5000.0,CHF,one_time,,,"Range CHF 5,000-20,000 fuer konzentrierte Portfolios, Drittdepots, Bankgarantien, Lebensversicherungen oder Loans an Operating Companies.",15,2025-11-01,free
vontobel:access_international:annual,vontobel:access_international,vontobel,mgmt_fee,Access Mandate Fee International,3000.0,CHF,annual,,,"Surcharge ab CHF 2,400 (bis CHF 10,000) fuer legal entities oder erhoehten regulatorischen Aufwand.",7,2025-11-01,pro
vontobel:wealth_services:financial_plan,vontobel:wealth_services,vontobel,service_fee,Financial / Pension Plan,2500.0,CHF,one_time,,,"Ab CHF 2,500 (Einstiegspreis).",16,2025-11-01,pro
vontobel:access_ch_li:annual,vontobel:access_ch_li,vontobel,mgmt_fee,Access Mandate Fee CH/LI,2400.0,CHF,annual,,,,7,2025-11-01,pro
vontobel:advice_base:minimum,vontobel:advice_base,vontobel,mgmt_fee,Advice Base Minimum Fee,1875.0,CHF,annual,,,,9,2025-11-01,pro
vontobel:access_ch_li:closing_gt5m,vontobel:access_ch_li,vontobel,closing_fee,Closing Fee (>CHF 5M),1500.0,CHF,one_time,,,,15,2025-11-01,pro
vontobel:delegate_global:minimum,vontobel:delegate_global,vontobel,mgmt_fee,Delegate Global Minimum (Balanced),1300.0,CHF,annual,,,,13,2025-11-01,pro
vontobel:access_ch_li:closing_lt250k,vontobel:access_ch_li,vontobel,closing_fee,Closing Fee (≤CHF 250k),500.0,CHF,one_time,,,"Tiered: ≤250k = CHF 500 / ≤1M = CHF 750 / ≤5M = CHF 1,000 / >5M = CHF 1,500. Beinhaltet Saldierung, Dokumenten-Archivierung, Postversand, Kartenkonto-Schliessung, Auftrag-Aufloesungen.",15,2025-11-01,pro
vontobel:wealth_services:advisory_hour,vontobel:wealth_services,vontobel,advisory_fee,Advisory Consultation per Hour,350.0,CHF,per_txn,,,,16,2025-11-01,pro
vontobel:lombard:rollover,vontobel:lombard,vontobel,service_fee,Credit Rollover (≤1 Monat Laufzeit),300.0,CHF,per_txn,,,Bei jedem Rollover faellig.,15,2025-11-01,free
vontobel:wealth_services:administrative_hour,vontobel:wealth_services,vontobel,service_fee,Administrative Processing per Hour,250.0,CHF,per_txn,,,,16,2025-11-01,pro
vontobel:access_ch_li:securities_delivery,vontobel:access_ch_li,vontobel,service_fee,Securities Delivery (Schweiz und Ausland),200.0,CHF,per_txn,,,Pro item.,15,2025-11-01,pro
vontobel:securities_trading:minimum,vontobel:securities_trading,vontobel,transaction_fee,Securities txn Minimum,125.0,CHF,per_txn,,,,14,2025-11-01,pro
vontobel:access_ch_li:physical_docs,vontobel:access_ch_li,vontobel,statement_fee,Physical Delivery of Bank Documents,120.0,CHF,annual,,,Bei Papier-Lieferung statt digital.,15,2025-11-01,pro
vontobel:access_ch_li:rm_payment_order,vontobel:access_ch_li,vontobel,service_fee,Payment Order via Relationship Manager,75.0,CHF,per_txn,,,"Erste 12 RM-eingereichten Payments/Quartal kostenlos, ab dem 13. CHF 75/Order. Digitale Channel: kostenlos.",15,2025-11-01,pro
vontobel:derivatives_trading:futures,vontobel:derivatives_trading,vontobel,transaction_fee,Futures per Contract,30.0,CHF,per_txn,,,,14,2025-11-01,pro
vontobel:access_ch_li:foreign_payment_our,vontobel:access_ch_li,vontobel,service_fee,Foreign-currency Payment with OUR Cost Option,20.0,CHF,per_txn,,,"Flat fee fuer dritte-Bank-Kosten bei Option ""All costs charged to ordering client"".",15,2025-11-01,pro
vontobel:access_ch_li:withholding_tax_reimb,vontobel:access_ch_li,vontobel,service_fee,Withholding Tax Reimbursement,9.0,percent,per_txn_pct,,,"9% des rueckforderbaren Betrags. Min CHF 250, max CHF 750/Application + third-party expenses. Nur bei min CHF 100 rueckforderbarem Betrag.",16,2025-11-01,pro
vontobel:delegate_custom:fee,vontobel:delegate_custom,vontobel,mgmt_fee,Delegate Custom Fee (entry tier ≤CHF 5M),1.8,percent,per_annum_pct,,,"Tiered: 1.800% (≤5M) bis 1.450% (25-50M). Min CHF 54,000. Hoechste Mandat-Gebuehr.",13,2025-11-01,pro
vontobel:delegate_specials_equities:fee,vontobel:delegate_specials_equities,vontobel,mgmt_fee,Delegate Specials Equities Fee (entry tier ≤CHF 5M),1.6,percent,per_annum_pct,,,"Tiered: 1.600% (≤5M) bis 1.200% (25-50M). Min CHF 4,000.",13,2025-11-01,pro
vontobel:advice_premium:flat,vontobel:advice_premium,vontobel,mgmt_fee,Advice Premium Flat Fee (entry tier ≤CHF 5M),1.5,percent,per_annum_pct,,,"Flat: 1.500% (≤5M) bis 1.100% (25-50M). Brokerage: 1.050% bis 0.850%, min CHF 31,500.",9,2025-11-01,pro
vontobel:select:flat,vontobel:select,vontobel,mgmt_fee,Select Flat Fee (entry tier ≤CHF 5M),1.5,percent,per_annum_pct,,,Tiered: 1.500% (≤5M) / 1.350% (5-10M) / 1.200% (10-25M) / 1.000% (25-50M).,11,2025-11-01,pro
vontobel:delegate_prime:balanced,vontobel:delegate_prime,vontobel,mgmt_fee,Delegate Prime Balanced Fee (entry tier ≤CHF 5M),1.5,percent,per_annum_pct,,,"Premium-Aufschlag ueber Delegate Global. 3 Profile: Cons 1.40 / Bal 1.50 / Gro 1.60 (≤5M). Min CHF 7,000-8,000.",13,2025-11-01,pro
vontobel:derivatives_trading:options,vontobel:derivatives_trading,vontobel,transaction_fee,Options on Premium,1.5,percent,per_txn_pct,,,1.5% auf Options-Praemie. Min CHF 200.,14,2025-11-01,pro
vontobel:delegate_specials_bonds:fee,vontobel:delegate_specials_bonds,vontobel,mgmt_fee,Delegate Specials Bonds Fee (entry tier ≤CHF 5M),1.4,percent,per_annum_pct,,,"Tiered: 1.400% (≤5M) bis 1.000% (25-50M). Min CHF 3,500.",13,2025-11-01,pro
vontobel:advice_plus:flat,vontobel:advice_plus,vontobel,mgmt_fee,Advice Plus Flat Fee (entry tier ≤CHF 5M),1.35,percent,per_annum_pct,,,"Flat: 1.350% (≤5M) bis 0.950% (25-50M). Brokerage-Variante: 0.900% bis 0.700%, min CHF 4,500. +0.1% Surcharge fuer Enhancement-Modul.",9,2025-11-01,pro
vontobel:delegate_global:balanced,vontobel:delegate_global,vontobel,mgmt_fee,Delegate Global Balanced Fee (entry tier ≤CHF 5M),1.3,percent,per_annum_pct,,,Mid-risk Balanced rate at lowest asset tier. 3 Profile: Conservative 1.20% / Balanced 1.30% / Growth 1.40% (≤5M). Tiered down zu Cons 0.70 / Bal 0.80 / Gro 0.90 (25-50M).,13,2025-11-01,pro
vontobel:delegate_swissness:balanced,vontobel:delegate_swissness,vontobel,mgmt_fee,Delegate Swissness Balanced Fee (entry tier ≤CHF 5M),1.3,percent,per_annum_pct,,,Identische Tarife wie Delegate Global.,13,2025-11-01,pro
vontobel:delegate_principles:balanced,vontobel:delegate_principles,vontobel,mgmt_fee,Delegate Principles Balanced Fee (entry tier ≤CHF 5M),1.3,percent,per_annum_pct,,,Identische Tarife wie Delegate Global. ESG-Variante (Article 8 SFDR).,13,2025-11-01,pro
vontobel:securities_trading:lt100k,vontobel:securities_trading,vontobel,transaction_fee,Securities txn ≤CHF 100k,1.25,percent,per_txn_pct,,,Aktien/Bonds/Fonds. Bei Bonds: inkl. own + third-party. Bei Fonds: third-party charges separat.,14,2025-11-01,pro
vontobel:securities_trading:100k_350k,vontobel:securities_trading,vontobel,transaction_fee,Securities txn CHF 100k-350k,0.85,percent,per_txn_pct,,,,14,2025-11-01,pro
vontobel:advice_base:fee,vontobel:advice_base,vontobel,mgmt_fee,Advice Base Brokerage Fee (entry tier ≤CHF 5M),0.75,percent,per_annum_pct,,,Brokerage-Modell tiered: 0.750% (≤5M) / 0.650% (5-10M) / 0.600% (10-25M) / 0.550% (25-50M).,9,2025-11-01,pro
vontobel:securities_trading:350k_500k,vontobel:securities_trading,vontobel,transaction_fee,Securities txn CHF 350k-500k,0.75,percent,per_txn_pct,,,,14,2025-11-01,pro
vontobel:crypto_account:custody,vontobel:crypto_account,vontobel,depot_fee,Crypto Account Fee (entry tier ≤CHF 5M),0.65,percent,per_annum_pct,,,Tiered: 0.650% (≤5M) / 0.600% (5-10M) / 0.575% (10-25M) / 0.550% (25-50M).,7,2025-11-01,pro
vontobel:fixed_term_deposit:fee,vontobel:fixed_term_deposit,vontobel,transaction_fee,Fixed Term Deposit Fee (entry tier ≤CHF 500k),0.5,percent,per_txn_pct,,,Tiered: 0.500% (≤500k) / 0.375% (500k-1M) / 0.250% (>1M). Min CHF 200.,14,2025-11-01,pro
vontobel:call_deposit:fee,vontobel:call_deposit,vontobel,transaction_fee,Call Deposit Fee (entry tier ≤CHF 500k),0.5,percent,per_txn_pct,,,Tiered: 0.500% (≤500k) / 0.500% (500k-1M) / 0.375% (>1M). Min CHF 200.,14,2025-11-01,free
vontobel:volt:flat,vontobel:volt,vontobel,mgmt_fee,Volt Flat Fee,0.47,percent,per_annum_pct,,,"Davon 0.170% custody, 0.300% mandate. +0.020% Digital Access Fee fuer Volt Invest (Digital-Variante). Kein Minimum.",11,2025-11-01,pro
vontobel:cash_account:custody,vontobel:cash_account,vontobel,depot_fee,Cash Account Fee (entry tier ≤CHF 5M),0.35,percent,per_annum_pct,,,Tiered: 0.350% (≤5M) / 0.300% (5-10M) / 0.275% (10-25M) / 0.250% (25-50M) / On request (>50M).,7,2025-11-01,free
vontobel:satellite_portfolio:custody,vontobel:satellite_portfolio,vontobel,depot_fee,Satellite Portfolio Fee (entry tier ≤CHF 5M),0.35,percent,per_annum_pct,,,Tiered wie Cash Account. PLUS +50% Surcharge fuer Wertschriftentransaktionen (Aktien/Bonds/Fonds).,7,2025-11-01,free
vontobel:securities_trading:gt500k,vontobel:securities_trading,vontobel,transaction_fee,Securities txn >CHF 500k,0.3,percent,per_txn_pct,,,,14,2025-11-01,pro
vontobel:debit_card:annual,vontobel:debit_card,vontobel,annual_fee,Debitkarte Jahresgebuehr,0.0,CHF,annual,,,Kostenlos im Vontobel Access Bundle inkludiert.,15,2025-11-01,free
vontobel:safe_deposit_box:annual,vontobel:safe_deposit_box,vontobel,safe_deposit_fee,Safe Deposit Box Annual,,CHF,annual,,,Abhaengig von Groesse — Fees on request.,15,2025-11-01,free