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TARIFFSÂ for ALM Portfolio Credit Reviews
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Level 1 & Level 2A - SSAs AAA/AA/A - Annual Review
Mandate up to 99Mio 3,00 bps
From 100Mio to 199Mio 2,50 bps
From 200Mio to 299Mio 2,00 bps
From 300Mio to 399Mio 1,50 bps
From 400Mio to 499Mio 1,25 bps
>= 500Mio 1,00 bp
Minimum fees per annum CHF 30 000
Max Issuers covered Max 30
Level 2A - Corps AAA/AA - Semi Annual Review
Mandate up to 99Mio 5,00 bps
From 100Mio to 199Mio 4,00 bps
From 200Mio to 299Mio 3,00 bps
From 300Mio to 399Mio 2,50 bps
From 400Mio to 499Mio 2,00 bps
>= 500Mio 1,50 bps
Minimum fees per annum CHF 50 000
Max Issuers covered Max 40
Level 2B - Corps A/BBB - Quarterly Review
Mandate up to 99Mio 6,00 bps
From 100Mio to 199Mio 5,00 bps
From 200Mio to 299Mio 4,00 bps
From 300Mio to 399Mio 3,00 bps
From 400Mio to 499Mio 2,50 bps
>= 500Mio 2,00 bps
Minimum fees per annum CHF 60 000
Max Issuers covered Max 40
Illiquid - EM AA/A/BBB - Quarterly Review
Mandate up to 99Mio 7,00 bps
From 100Mio to 199Mio 6,00 bps
From 200Mio to 299Mio 5,00 bps
From 300Mio to 399Mio 4,00 bps
From 400Mio to 499Mio 3,00 bps
>= 500Mio 2,50 bps
Minimum fees per annum CHF 70 000
Max Issuers covered Max 50
Illiquid - HY BB/B - Quarterly Review
Mandate up to 99Mio 7,00 bps
From 100Mio to 199Mio 6,00 bps
From 200Mio to 299Mio 5,00 bps
From 300Mio to 399Mio 4,00 bps
From 400Mio to 499Mio 3,00 bps
>= 500Mio 2,50 bps
Minimum fees per annum CHF 70 000
Max Issuers covered Max 50
Illiquid - Private Debt - Quarterly Review
Mandate up to 99Mio 8,00 bps
From 100Mio to 199Mio 7,00 bps
From 200Mio to 299Mio 6,00 bps
From 300Mio to 399Mio 5,00 bps
From 400Mio to 499Mio 4,00 bps
>= 500Mio 3,00 bps
Minimum fees per annum CHF 80 000
Max Issuers covered Max 10
Illiquid - Private Equity - Quarterly Review
Mandate up to 99Mio 10,00 bps
From 100Mio to 199Mio 9,00 bps
From 200Mio to 299Mio 8,00 bps
From 300Mio to 399Mio 7,00 bps
From 400Mio to 499Mio 6,00 bps
>= 500Mio 5,00 bps
Minimum fees per annum CHF 100 000
Max Issuers covered Max 10