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Publications for private clients

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• Accounts and cards

  Overview of conditions (PDF)

  Credit Suisse credit cards (PDF)

  Debit Mastercard (PDF)

  Prepaid card (PDF)

  Gift savings account (PDF)

  Private accounts (PDF)

  Savings account  (PDF)

  Interest rates at a glance (PDF)

• Banking packages

  Banking​ packages for adults
  

  CSX - the digital banking offering (PDF)

  CSX Flyer (PDF)

  Basic Banking packages (PDF)

  Bonviva Flyer (PDF)

  Bonviva Banking package (PDF)

  Bonviva Silver (PDF)
  

  Bonviva Gold (PDF)

  Bonviva Platinum (PDF)

  Banking packages for young people/students
  

  Offer for children and young people (PDF)

  CSX Young (PDF)

  Viva Kids Banking package (PDF)

  Viva Kids Flyer (PDF)

• Online and mobile banking

  Online, Mobile & Tablet Banking (PDF)

  Credit Suisse TWINT (PDF)

  Cardless Cash - Mobile Banking (PDF)

  E-Documents instead of Paper (PDF)

  SecureSign (PDF)

  Mobile banking – a brief explanation of the most important features (PDF)

  Online banking travel tips (PDF)

   

• Investing

  Non-discretionary business (PDF)

  Credit Suisse Invest (PDF)
  

  Credit Suisse Invest Mandate (PDF)

  Credit Suisse Invest Expert (PDF)

  Credit Suisse Invest Partner (PDF)

  Credit Suisse Invest Compact (PDF)

  Precious Metal Account  (PDF)
  

  Investment Fund Savings Plan (PDF)

  Investment Fund Income Plan (PDF)

  Investment Report (PDF)

  Precious metals in safekeeping accounts (PDF)

  FINER (PDF)

  FINER S (PDF)

  Fund Lab (PDF)

  Private Mandate (PDF)

  Introduction into Commodities (PDF)

• Saving

  Savings advice from Savings+ (PDF)

  Savings+ (PDF)

• Mortgages

  Credit Suisse mortgages (PDF)

  Fix mortgage (PDF)

  Forward fix mortgage (PDF)

  Flex rollover mortgage (PDF)

  Adjustable-rate mortgage (PDF)

  SARON mortgage (PDF)

  SARON rollover mortgage (PDF)
  

  Construction loan (PDF)

  Forms of Ownership (PDF)

  Residential Property in Switzerland (PDF)

• Pension provision

  Private pension – 3^rd pillar (PDF)

  Vested benefits – 2^nd pillar(PDF)
  

• Financial planning

  Financial planning (PDF)

  Financial planning flyer (PDF) 
  

  Financial planning Theme Wheel (PDF)

  Financial planning for Entrepreneurs Theme Wheel (PDF)

  Key aspects of planning for your retirement (PDF)

  Enjoy Your Wealth – Systematically (PDF)

  Pension or Lump Sum? (PDF)

  Staggered retirement (PDF)

  Voluntary Purchases of Pension Benefits (PDF)

  Lump-sum withdrawals from retirement plans (PDF)

  Differences Between Cohabitation and Marriage (PDF)

  Intercantonal and International Change of Residence (PDF)

  Risk Coverage in the Event of Death or Earnings Incapacity (PDF)
  

  AHV contributions (PDF)

  Budget planning for your retirement (PDF)

• Inheritance consulting

  Inheritance consulting (PDF)

  Law on the Protection of Adults (PDF)

  Advance Directive (PDF)

  Sample Text for a Handwritten Advance Directive (PDF)

  Asset Management within the Context of Guardianship or Limited Guardianship (PDF)

  Overview of cantonal inheritance and gift taxes (PDF)

  EU Succession Regulation (PDF)

  Instructions in the Event of Death (PDF)

  Disposal of Estate (PDF)

  Executing a Will (PDF)

• Tax consulting

  Tax consulting (PDF)

  Tax Reform and AHV Financing (TRAF) (PDF)

  Taxation of Foreign Family Foundations and Trusts (PDF)

  Commercial Securities Traders (PDF)
  

  Professional Real Estate Dealer (PDF)

  Forfait taxation (PDF)

  Penalty-Free Voluntary Declarations (PDF)

  Penalty-Free Voluntary Declaration – Guide for natural persons (PDF)

• Other

  Checks (PDF)
  

  Gift Investment Fund Savings Plan (PDF)

  BESR Easy (PDF)

  IBAN (PDF)

  Travel card (PDF)

  Safe deposit box (PDF)

  Credit Suisse Micro-Donations (PDF)

  Account Transfer Service (PDF)

  Cut-off deadlines and major correspondent banks - Credit Suisse (Switzerland) AG (PDF)

  Cut-off deadlines and major correspondent banks - Credit Suisse AG (PDF)

  Fraud in payment transactions – how you can protect your company (PDF)