With a child comes increased desire for financial security. The earlier you ensure your child’s financial security, the more relaxed you can be looking ahead to the investments you’ll make throughout their life: a language-learning trip abroad, their driver’s license, going to university, getting their first apartment. The sooner you start saving for tomorrow, the more those assets can grow for your child.
Zugerberg Finanz Kids can be combined with the following mandate: Zugerberg Finanz Revo
Flexible Zugerberg Finanz Kids is flexible. If the situation requires it, you can reduce your contributions or pause deposits at any time. Additional deposits such as cash gifts can be paid into the current savings plan throughout the entire term – by anyone who wants to make a financial contribution.
Transparent Online access gives you insight into the assets at any time. This allows you to transparently track every movement on the account / custody account.
Available at any time You cannot plan life. If you (unexpectedly) need money for your offspring, you can withdraw capital at any time.
Important! Due to legal regulations, the Zugerberg Finanz Kids investment solution is opened in the name of the parents, with a designation (e.g. name of the child).
Active asset management, ranges model according to the chosen investment strategy
One-off investment or capital generation plan; flexible and individual
From CHF 3'000 (one-off investment) or from CHF 100 per month (capital generation plan) If the monthly payment of CHF 100 is too high, you can also transfer CHF 150 per quarter.
Zugerberg Finanz Revo1 Zugerberg Finanz Revo2 Zugerberg Finanz Revo3 Zugerberg Finanz Revo4 Zugerberg Finanz Revo5 Zugerberg Finanz RevoDividends Zugerberg Finanz DecarbRevo
Mainly individual titles, supplemented by ETFs and investment funds
Zugerberg Finanz
bank zweiplus ag Depotbank Swissquote
from CHF 5'000 or CHF 100 per month
from CHF 500'000
from 5'000 CHF or CHF 100 per month
