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Terms & Conditions

Package 1: "Basic"

- Macro-economic outlook

- Asset allocation recommendations (defensive, balanced and aggressive portfolio)

- Forecasts for individual investment categories with explanations

- Topic list with country and sector recommendations incl. product selection

- Determinants for country and sector seletion

- Master list with recommendations for individual shares

- Participation of our financial expert in your investment committee

- Participation in our investment committee meetings

- Copyright Aquila publications: Monitor 12 times p.a., Viepoints 4 times p.a., Flash: ad hoc

Price: CHF 22'500.-- p.a.

Package 2: "Tools"

- Investment Proposal Tool (automatic generation of investment proposals)

- Track Record Tool

Price: CHF 7'500.-- p.a.

Package 3: "Premium"

- Portfolio analyses, investment proposals, second opinions, performance analysis

Price: on a time and material basis