Investment Solutions Credit Suisse Invest Compact - The Compact Investment Solution
Credit Suisse Invest Compact - The Compact Investment Solution
Credit Suisse Invest Compact is a concise and simple investment solution to cover the basic needs of investors. It offers personal investment counseling at attractive conditions.
Efficient and Comprehensible Investment Service
Are you looking for a simple and efficient investment solution? Would you still like a central point of contact and a regular review of your investment strategy and portfolio?
Credit Suisse Invest Compact provides you with an easy-to-understand service to cover your long-term investment needs. Once a year, you discuss your portfolio with your personal client advisor and adjust the strategy to your needs.
Overview of Your Portfolio
You will receive an additional overview of your investments via Online Banking, where you can view the performance of your portfolio at any time. Twice a year, you will also receive comprehensive reports on all investments and their development.
With the Compact investment solution, we'll help you to select the best investments based on tried-and-tested strategies. Thanks to easy-to-read publications, you stay on top of market developments and have access to strategic investment ideas from specialists across the globe.
Investment advisory services provide no guarantee of positive returns
Responsibility remains with the client
The client retains responsibility for investment decisions according to the advisory agreement
Risks of individual investment instruments
You will find information on the risks related to the individual investment instruments in the respective product documents
Service components of Credit Suisse Invest Compact
|Support and Interaction|
|✓||Strategic review and outlook meeting [1 x per year]|
|✓||Sophisticated advisory process|
|✓||Investment strategies based on individual needs, risk preferences, and risk profile|
|✓||Suitability test (e. g. evaluation of whether product is suitable for client’s risk tolerance)|
|Monitoring and Reporting|
|✓||Portfolio review: Analysis of portfolio quality based on multiple factors [1 x per year]|
|✓||Standard Investment Report: Comprehensive information about all investments and their development [2 x per year]|
|✓||Online overview of the performance of your investments (choice of different time horizons)|
|Ideas and Services|
|Investment Ideas, Trends, and Market Developments|
|✓||“Economy & Markets” publication [1 x per month]|
|✓||Access to investment ideas (part of strategic personal consultation) [1 x per year]|
|Online Offering & Trading
|✓||Comprehensive and secure online banking: Overview of all your assets|
|✓||Efficient platform for fast and secure trading on more than 60 stock exchanges worldwide|
|✓||Prompt implementation of client instructions and corporate actions (e. g. capital increase, stock split)|
|Pricing and Transparency|
|✓||Simple and transparent pricing|
|✓||Attractive transaction fees|
|✓||Access to retrocession-free investment funds|