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

5 rows where bank_id = "efg" sorted by amount descending

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Suggested facets: product_id, currency, frequency, access_tier, valid_from (date)

id product_id bank_id fee_type label amount ▲ currency frequency tier channel note source_page valid_from access_tier
efg:wealth_management:mgmt_fee Vermoegensverwaltung efg:wealth_management EFG Bank AG efg mgmt_fee Wealth management AIOF   percent annual     EFG-CH-specific rate not publicly disclosed. LI sibling (BvE) range 1.5-1.8% with CHF 2500 minimum.   2026-06-01 pro
efg:custody_advisory:depot_fee Wertschriftenadministration + Advisory efg:custody_advisory EFG Bank AG efg depot_fee Custody base fee   percent annual     EFG-CH-specific rate not publicly disclosed. LI sibling base 0.35% p.a. (min CHF 200).   2026-06-01 pro
efg:custody_advisory:commission_ch Wertschriftenadministration + Advisory efg:custody_advisory EFG Bank AG efg transaction_commission Stock trading commission (CH exchange)   percent per_txn     EFG-CH rate on request. LI sibling tier-ladder: 1.00% bis CHF 50k → 0.20% ab CHF 1M, min CHF 120 CH / CHF 180 Ausland.   2026-06-01 pro
efg:numbered_account:account_mgmt Numbered Account (Nummernkonto) efg:numbered_account EFG Bank AG efg account_mgmt Numbered Account Service Fee   CHF annual     EFG-CH rate on request. LI sibling: CHF 1000 p.a.   2026-06-01 free
efg:metal_account:custody_fee Edelmetallkonto efg:metal_account EFG Bank AG efg custody_fee Metallkonto custody fee   percent annual     EFG-CH rate on request. LI sibling: 0.40% p.a., min CHF 100.   2026-06-01 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);