Fees
Data license: CC-BY-4.0 · Data source: bankproducts.info
2 rows where product_id = "efg:custody_advisory" sorted by amount descending
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Suggested facets: valid_from (date)
| id | product_id | bank_id | fee_type | label | amount ▲ | currency | frequency | tier | channel | note | source_page | valid_from | access_tier |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
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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);