Invest at preferential rates Selfinvest offers you significant discounts on the pricing of your investment products and transactions.
Selfinvest
lux|funds *
- Subscription: no fee
- Redemption: no fee
Selected third-party funds *
- Subscription of money market funds: 0,09% (min. EUR 30)
- Subscription of bond funds: 0,60% (min. EUR 30)
- Subscription of equity and/or mixed funds: 0,90% (min. EUR 30)
- Redemption: 0,15% (min. EUR 30)
Bonds and Euro Medium Term Notes (EMTN) *
- Subscription/Purchase/Sale via S-Net / S-Net Mobile: EUR 19,50/order
- Subscription/Purchase/Sale via your usual contact person: EUR 39,00/order
Shares, ETFs (Exchange Traded Funds) and warrants **
- Purchase/Sale via S-Net / S-Net Mobile: EUR 19,50/order
- Purchase/Sale via your usual contact person: EUR 39,00/order
Options
- Purchase/Sale 50% off on the standard pricing (min. applicable)
Other transactions in financial instruments, including other third-party funds
- 10% off on the standard Spuerkeess commission (min. applicable)
Additional services
- Zebra Premium package included
- Custody fee included
- Fee on annual statement of transactions in financial instruments included
- Fee on annual statement of income on financial instruments included
- Fee on tax reporting included
- 30% off on the standard pricing (min. applicable) for tax reclaim service ***
Quarterly flat fee of 0,125% ****
- Calculated on the balance of all securities accounts excluding securities issued by Spuerkeess and lux|funds (plus VAT of 17%) (min EUR 312,50)
* Subject to any exceptions provided for in the issue prospectus.
** Transaction fees may be increased by taxes that apply to the various stock exchanges (stamp duty, tax on financial transactions, capital gains tax, etc.), or by local settlement fees for certain stock exchanges outside Central Europe and North America.
*** Service subject to conditions and reserved for tax residents in the Grand Duchy of Luxembourg, in Belgium, in France and in Germany.
**** Minimum term of the contract: 6 months. Annual charge of 0,50% with an annual minimum amount of EUR 1.250 (excluding VAT 17%).