What if investment were very simple? If you could make decisions free of cost considerations and at the same time you had support from the expert know-how of dozens of professionals? What if EXKLUSIV were to offer you a broad and tested range of funds from our eleven selected fund partners?
The flexible service model
Because the freedom to act in a quick, flexible and uncomplicated manner in financial matters is more important than ever. Our answer to this is UNIVERS EXKLUSIV.
Comprehensive advice in all asset questions, intensive exchange of information and individual product solutions
Holistic advice as well as broad, hand-picked range of products
Take investment decisions free of cost considerations on the basis of a flat-rate expenses agreement.
UNIVERS EXKLUSIV is a unique solution model for transparent and high-quality investment advice. You take investment decisions yourself. Your customer advisor accompanies you with comprehensive advice during this process.
On the basis of a flat-rate expenses agreement (UNIVERS EXKLUSIV fee), this new model of collaboration facilitates an even more active partnership with the customer advisor. This means comprehensive advisory services in all asset matters and intensive exchange of information, without having to think about individual cost items.
What’s more, trail commissions that the bank receives from the funds companies for the investment funds held by you reduce your UNIVERS EXKLUSIV fee.
in addition to advice and services, an attractive basic package (account management, a BankCard and a Visa Infinite credit card per holder) round off the service spectrum of UNIVERS EXKLUSIV for your finances.