Price Overview
First Investment Strategy
Free of charge
Savings Plans
Free of charge
UnitPlus Mastercard
Free of charge
Payments
Free of charge, also with foreign currencies
Usage Fee p.a.
0.50% of the investment amount
External Costs for Portfolio Construction p.a.
CashPlus: 0.10%
FestPlus: 0,12%
FlexPlus: 0,15%
Mountain Series: 0,19%
Fee for Additional Investment Strategies
Monthly €1 for each additional investment strategy
Cash Withdrawal
€2 per withdrawal
The usage fees are billed on a monthly basis and thus amount to just 0.0417% per month.
This refers to external production costs for financial instruments. These are levied by the ETF providers, included directly in the price, and incurred on a daily basis.
– There are no monthly fixed fees for only one investment
strategy (e.g. CashPlus only).
– The fee for additional investment strategies is calculated per
calendar month.
– As soon as an additional investment strategy has been created,
the fee of €1 is charged for the respective calendar month.