Our pricing models
We offer a high level of flexibility in finding the best possible pricing solution for Independent Asset Managers and your clients. Clients can choose between an ‘all-in’ fee (brokerage & administration charges) calculated on the average value of the portfolio (including securities, cash and fiduciary deposits) or a pricing model based on individual services/products. Independent Asset Managers and clients benefit from a reduction in EFG’s standard commissions and charges. Retrocession models and ‘0’ retrocession models are available with a further discount (special conditions) on the client commissions and charges.For MIFID II-compliant Independent Asset Managers, the bank applies the ‘0’ retrocession model.