Key publications

Do you want to learn more about sustainable products and services? In our publications you will find detailed information on all banking topics.

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Publications for private clients

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Accounts and cards
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
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)

Sustainable Investment (PDF)

Private Mandate (PDF)

Introduction into Commodities (PDF)
Saving
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
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

Interest rates at a glance (PDF)

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)

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Key publications

Publications for private clients

Accounts and cards

Banking packages

Online and mobile banking

Investing

Saving

Mortgages

Pension provision

Financial planning

Inheritance consulting

Tax consulting

Other