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Fees

One row per fee charged on a product. Every row carries a source_page reference to the original bank PDF. NULL amount means 'on request' (tailored pricing) or 'not published in current source'.

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Bordier & Cie SCmA bordier service_fee Account closure 1250.0 CHF per_use     Plus 1% on the amount withdrawn in cash. 8 2024-01-01 pro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);
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