Fees
Data license: CC-BY-4.0 · Data source: bankproducts.info
42 rows where bank_id = "bordier" sorted by amount descending
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Suggested facets: product_id, fee_type, amount, currency, frequency, tier, note, source_page, valid_from (date)
| id | product_id | bank_id | fee_type | label | amount ▲ | currency | frequency | tier | channel | note | source_page | valid_from | access_tier |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| bordier:execution_only:pep_handling | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | service_fee | PEP account-handling surcharge | 5000.0 | CHF | per_annum_fixed | Politically Exposed Persons handling. Highest single-line fee in the schedule, reflecting AML/compliance cost loading. | 8 | 2024-01-01 | pro | ||
| bordier:execution_only:us_segregated_account | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | service_fee | US-client segregated account | 1500.0 | USD | per_annum_fixed | Surcharge for US-resident clients. The fee schedule explicitly excludes US clients from the standard scales (separate schedule applies). This is the wrapper fee on top. | 8 | 2024-01-01 | pro | ||
| bordier:execution_only:account_closure | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | service_fee | Account closure | 1250.0 | CHF | per_use | Plus 1% on the amount withdrawn in cash. | 8 | 2024-01-01 | pro | ||
| bordier:execution_only:attestation | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | service_fee | Attestation (certificate of ownership / solvency) | 300.0 | CHF | per_use | Per attestation, plus outside costs. | 8 | 2024-01-01 | pro | ||
| bordier:safe_deposit_box:annual_small | Safe deposit box bordier:safe_deposit_box | Bordier & Cie SCmA bordier | service_fee | Safe deposit box (small) | 200.0 | CHF | per_annum_fixed | CHF 200 or CHF 500/year depending on size. WAIVED for Bordier-fund-only accounts. | 8 | 2024-01-01 | pro | ||
| bordier:execution_only:securities_transfer_out | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | service_fee | Securities transfer to another bank | 150.0 | CHF | per_use | Per position. Investment funds CHF 200/position. Alternative funds CHF 600/position. | 8 | 2024-01-01 | pro | ||
| bordier:execution_only:transfer_change | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | transfer_intl | Change / cancellation of payment in flight | 100.0 | CHF | per_use | 8 | 2024-01-01 | pro | |||
| bordier:execution_only:transfer_other_intl | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | transfer_intl | Other international transfers | 40.0 | CHF | per_txn | Plus correspondents' costs. | 8 | 2024-01-01 | pro | ||
| bordier:execution_only:transfer_sepa | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | transfer_intl | EUR transfer via SEPA / EUROSIC | 20.0 | CHF | per_txn | 8 | 2024-01-01 | pro | |||
| bordier:execution_only:credit_card_payment | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | transfer_intl | Credit card payment from account | 20.0 | CHF | per_use | 8 | 2024-01-01 | pro | |||
| bordier:execution_only:swiss_tax_recovery | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | service_fee | Swiss withholding tax recovery | 10.0 | percent | per_use | 10% of recovered amount. Min CHF 250. Applies to recovery amounts ≥ CHF 500. | 8 | 2024-01-01 | pro | ||
| bordier:execution_only:foreign_tax_recovery | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | service_fee | Foreign withholding tax recovery | 10.0 | percent | per_use | 10% of recovered amount. Min CHF 500. Applies to recovery amounts ≥ CHF 4,000. | 8 | 2024-01-01 | pro | ||
| bordier:execution_only:brokerage_row_lo | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | transaction_fee | Brokerage ROW equities < CHF 50k | 1.98 | percent | per_use | up_to_50k | 5 | 2024-01-01 | pro | ||
| bordier:execution_only:brokerage_us_eu_lo | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | transaction_fee | Brokerage US/EU equities < CHF 50k | 1.8 | percent | per_use | up_to_50k | 5 | 2024-01-01 | pro | ||
| bordier:all_in_fee:t1 | All-in-fee account bordier:all_in_fee | Bordier & Cie SCmA bordier | mgmt_fee | All-in fee < CHF 2M | 1.5 | percent | per_annum_pct | up_to_2M | Bundles mgmt + custody + brokerage. Min CHF 25,000 p.a. — the all-in is genuinely positioned for ≥ CHF 2M clients (smaller balances pay the floor regardless of percentage). | 4 | 2024-01-01 | pro | |
| bordier:investment_fund_account:other_funds_alternative | Investment fund account (Bordier funds: fee-free) bordier:investment_fund_account | Bordier & Cie SCmA bordier | transaction_fee | Brokerage non-Bordier alternative funds (hedge etc.) | 1.5 | percent | per_use | Min CHF 500. Highest fund-brokerage rate in the schedule. | 6 | 2024-01-01 | pro | ||
| bordier:all_in_fee:t2 | All-in-fee account bordier:all_in_fee | Bordier & Cie SCmA bordier | mgmt_fee | All-in fee CHF 2-5M | 1.2 | percent | per_annum_pct | 2M_to_5M | 4 | 2024-01-01 | pro | ||
| bordier:all_in_fee:t3 | All-in-fee account bordier:all_in_fee | Bordier & Cie SCmA bordier | mgmt_fee | All-in fee CHF 5-10M | 1.0 | percent | per_annum_pct | 5M_to_10M | 4 | 2024-01-01 | pro | ||
| bordier:crypto_custody:brokerage_btc_eth | Custody account for crypto assets bordier:crypto_custody | Bordier & Cie SCmA bordier | transaction_fee | Crypto brokerage (BTC/ETH/XRP) | 1.0 | percent | per_use | Min CHF 150 per transaction. Correspondents brokerage fees NOT included (unlike securities where they ARE included) — possibly a third-party crypto-custodian pass-through. | 5 | 2024-01-01 | pro | ||
| bordier:investment_fund_account:other_funds_equity | Investment fund account (Bordier funds: fee-free) bordier:investment_fund_account | Bordier & Cie SCmA bordier | transaction_fee | Brokerage non-Bordier equity funds | 1.0 | percent | per_use | Min CHF 250. | 6 | 2024-01-01 | pro | ||
| bordier:execution_only:physical_gold_transfer | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | service_fee | Physical gold transfer out | 1.0 | percent | per_use | 1% of value. Plus correspondent fees. | 8 | 2024-01-01 | pro | ||
| bordier:execution_only:brokerage_swiss_eq_lo | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | transaction_fee | Brokerage Swiss equities < CHF 50k | 0.99 | percent | per_use | up_to_50k | Min CHF 150 per transaction. Sliding scale: 7 trade-size tiers x 4 asset classes (Swiss eq / US-EU eq / ROW eq / Bonds). 10% discount on execution-only basic rate (35% discount under mgmt mandate). | 5 | 2024-01-01 | pro | |
| bordier:mgmt_mandate:t1 | Management mandate / Comprehensive advisory mandate bordier:mgmt_mandate | Bordier & Cie SCmA bordier | mgmt_fee | Investment commission < CHF 1M | 0.9 | percent | per_annum_pct | up_to_1M | Quarterly billing on weighted monthly average asset value. | 4 | 2024-01-01 | pro | |
| bordier:execution_only:brokerage_us_eu_hi | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | transaction_fee | Brokerage US/EU equities > CHF 1M | 0.81 | percent | per_use | from_1M | 5 | 2024-01-01 | pro | ||
| bordier:execution_only:brokerage_bonds_lo | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | transaction_fee | Brokerage Bonds < CHF 50k | 0.81 | percent | per_use | up_to_50k | 5 | 2024-01-01 | pro | ||
| bordier:all_in_fee:t4 | All-in-fee account bordier:all_in_fee | Bordier & Cie SCmA bordier | mgmt_fee | All-in fee > CHF 10M | 0.8 | percent | per_annum_pct | from_10M | 4 | 2024-01-01 | pro | ||
| bordier:mgmt_mandate:t2 | Management mandate / Comprehensive advisory mandate bordier:mgmt_mandate | Bordier & Cie SCmA bordier | mgmt_fee | Investment commission CHF 1-2M | 0.7 | percent | per_annum_pct | 1M_to_2M | 4 | 2024-01-01 | pro | ||
| bordier:mgmt_mandate:t3 | Management mandate / Comprehensive advisory mandate bordier:mgmt_mandate | Bordier & Cie SCmA bordier | mgmt_fee | Investment commission CHF 2-5M | 0.55 | percent | per_annum_pct | 2M_to_5M | 4 | 2024-01-01 | pro | ||
| bordier:fiduciary_money_market:commission | Fiduciary money-market investments bordier:fiduciary_money_market | Bordier & Cie SCmA bordier | mgmt_fee | Fiduciary investment commission | 0.5 | percent | per_annum_pct | CHF 100,000 minimum investment. Min CHF 125 per transaction. Same rate for treasury bills. | 6 | 2024-01-01 | pro | ||
| bordier:execution_only:t1 | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | mgmt_fee | Administrative commission < CHF 1M | 0.4 | percent | per_annum_pct | up_to_1M | Quarterly billing on weighted monthly average asset value. | 5 | 2024-01-01 | pro | |
| bordier:crypto_custody:admin_t1 | Custody account for crypto assets bordier:crypto_custody | Bordier & Cie SCmA bordier | mgmt_fee | Crypto admin commission < CHF 1M | 0.4 | percent | per_annum_pct | up_to_1M | Same scale as execution-only. Min CHF 500 (higher than securities min of CHF 1,600 — odd inversion). | 5 | 2024-01-01 | pro | |
| bordier:mgmt_mandate:t4 | Management mandate / Comprehensive advisory mandate bordier:mgmt_mandate | Bordier & Cie SCmA bordier | mgmt_fee | Investment commission > CHF 5M | 0.35 | percent | per_annum_pct | from_5M | Min CHF 1,600 p.a. across all tiers. | 4 | 2024-01-01 | pro | |
| bordier:execution_only:t2 | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | mgmt_fee | Administrative commission CHF 1-2M | 0.35 | percent | per_annum_pct | 1M_to_2M | 5 | 2024-01-01 | pro | ||
| bordier:execution_only:t3 | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | mgmt_fee | Administrative commission CHF 2-5M | 0.3 | percent | per_annum_pct | 2M_to_5M | 5 | 2024-01-01 | pro | ||
| bordier:execution_only:t4 | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | mgmt_fee | Administrative commission > CHF 5M | 0.28 | percent | per_annum_pct | from_5M | Min CHF 1,600, max CHF 15,000 — the cap is unusual; most private banks publish only floors. | 5 | 2024-01-01 | pro | |
| bordier:mgmt_mandate:custody_numbered | Management mandate / Comprehensive advisory mandate bordier:mgmt_mandate | Bordier & Cie SCmA bordier | custody_fee | Custody — numbered / corporate accounts | 0.25 | percent | per_annum_pct | numbered | Higher rate for numbered (anonymized-internally) accounts and corporates. Min CHF 200. | 4 | 2024-01-01 | pro | |
| bordier:investment_fund_account:other_funds_money_market | Investment fund account (Bordier funds: fee-free) bordier:investment_fund_account | Bordier & Cie SCmA bordier | transaction_fee | Brokerage non-Bordier money-market funds | 0.25 | percent | per_use | Min CHF 62.50. | 6 | 2024-01-01 | pro | ||
| bordier:mgmt_mandate:retro_waiver_surcharge | Management mandate / Comprehensive advisory mandate bordier:mgmt_mandate | Bordier & Cie SCmA bordier | mgmt_fee | Retrocession-waiver surcharge | 0.2 | percent | per_annum_pct | retro_waived | Atom #289 — most explicit pricing of the retrocession waiver tradeoff in the dataset. Clients who DO NOT authorise the bank to retain third-party retros pay +0.20% on top of the mandate commission. | 4 | 2024-01-01 | pro | |
| bordier:mgmt_mandate:custody_named | Management mandate / Comprehensive advisory mandate bordier:mgmt_mandate | Bordier & Cie SCmA bordier | custody_fee | Custody — named accounts | 0.2 | percent | per_annum_pct | named | Plus correspondents' custody fees and third-party fees. | 4 | 2024-01-01 | pro | |
| bordier:execution_only:brokerage_swiss_eq_hi | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | transaction_fee | Brokerage Swiss equities > CHF 1M | 0.18 | percent | per_use | from_1M | Largest trade-size tier. Bottom of the sliding scale. | 5 | 2024-01-01 | pro | |
| bordier:investment_fund_account:bordier_funds | Investment fund account (Bordier funds: fee-free) bordier:investment_fund_account | Bordier & Cie SCmA bordier | mgmt_fee | Bordier funds — no mgmt or custody fee | 0.0 | percent | per_annum_pct | If a managed/advisory account is invested entirely in Bordier & Cie funds, management/admin commission and custody fees are NOT charged (except safe deposit box). Brokerage NOT charged on revised allocations between Bordier funds. Effectively free WM for captive Bordier-fund clients. | 6 | 2024-01-01 | pro | ||
| bordier:execution_only:transfer_chf | Execution-only / Specific advisory mandate bordier:execution_only | Bordier & Cie SCmA bordier | transfer_domestic | CHF transfer | 0.0 | CHF | per_txn | No fee on CHF transfers (rare among private banks — most charge CHF 5-20 for outbound). | 8 | 2024-01-01 | pro |
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CREATE TABLE fee (
id TEXT PRIMARY KEY, -- zkb:privatkonto:account_mgmt
product_id TEXT NOT NULL REFERENCES product(id),
bank_id TEXT NOT NULL REFERENCES bank(id), -- denormalized
fee_type TEXT NOT NULL, -- standardized key
label TEXT, -- human-readable German label from PDF
amount REAL, -- NULL if text-only or varies
currency TEXT DEFAULT 'CHF', -- CHF, EUR, USD, percent
frequency TEXT, -- monthly, annual, quarterly, per_txn, one_time, per_annum_pct
tier TEXT, -- for tiered pricing: "3rd card onwards", "vol:>250k", "member"
channel TEXT, -- ebanking, paper, counter, atm, app, post_office, all
note TEXT, -- conditions, fine print
source_page INTEGER,
valid_from TEXT,
access_tier TEXT NOT NULL DEFAULT 'free' -- freemium gating; propagated from parent product
CHECK (access_tier IN ('free', 'pro', 'business'))
);
CREATE INDEX idx_fee_product ON fee(product_id);
CREATE INDEX idx_fee_bank ON fee(bank_id);
CREATE INDEX idx_fee_type ON fee(fee_type);
CREATE INDEX idx_fee_category ON fee(fee_type, bank_id);
CREATE INDEX idx_fee_access_tier ON fee(access_tier);