Invest at preferential rates Selfinvest offers you significant discounts on the pricing of your investment products and transactions.
Selfinvest
Pricing offer as of 16.5.2024*
lux | funds (SICAV of Spuerkeess)**
- Subscription/Redemption: no fee
Third-party UCITS funds**
- Subscription/Redemption via S-Net/S-Net Mobile: EUR 19,50/order
- Subscription/Redemption via your usual contact person: EUR 39,00/order
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), warrants, subscription and bonus rights ***
- Purchase/Sale via S-Net/S-Net Mobile: EUR 19,50/order
- Purchase/Sale via your usual contact person: EUR 39,00/order
Other transactions in financial instruments, including third-party non-UCITS funds:
- 50% off on the standard Spuerkeess commission (min. applicable)
Additional services
- Zebra Premium package: fee included
- Custody fees: fee included
- Annual statement of transactions in financial instruments: fee included
- Annual statement of income on financial instruments: fee included
- Tax reporting****: fee included
- Tax reclaim service*****: 30% off on the standard pricing (min. applicable)
Quarterly flat-rate fee******: 0,125%
- Calculated on the assets in all securities accounts excluding securities issued by Spuerkeess and lux | funds, min. EUR 312,50 (excl. VAT 17%)
* The document below “Main banking fees” also includes the standard rates applicable to transactions in financial instruments carried out via S-Net or in a branch.
**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.
**** Only for physical persons.
***** 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%).
Consult the document ‘Main bank fees’.
