Frequently asked questions
Yes. Through our pension solution with Liechtenstein Life Assurance AG, you can benefit from our investment expertise from as little as €50 per month. Read more
Another option is to open a shared depot. To do so, simply start our registration process and select “Shared Depot”.
No notice period.
Closing your custody account with Baader Bank is possible at no additional cost. If you close your custody account with the Liechtensteinische Landesbank, a fee of CHF 100 will be charged.
- A stable internet connection
- A webcam or the Identity.TM app for video identification
- A valid photo ID
- A certificate of registration (except for residence in Germany and Baader Bank custody account)
- Your TIN (except for residence in Germany and Baader Bank custody account)
Yes. To do this, select the “Joint custody account” option during the registration process and invite a second person to open a custody account by e-mail.
- Current extract from the commercial register (not older than 6 months),
- LEI and TIN (tax identification number) of your company, as well as
- Shareholders’ agreement or a document showing that you are the beneficial owner.
Yes. With our Value 100 Green Strategy invest in high quality companies that meet high sustainability standards in addition to our strict value investing criteria.
Baader Bank: No. Dissolution is possible at any time and without additional fees.
Liechtensteinische Landesbank: When balancing a custody account, fees in the amount of CHF 100 are incurred.
- Quarterly report: You receive a quarterly report on the performance of your portfolio via PDF to your Estably mailbox. The report contains an overview of performance, benchmark, trades made, distributions, and other key figures relating to your portfolio.
- Loss threshold report: We will inform you if the portfolio value falls by more than 10% since the last quarterly report.
- Cost report: Once a year you will receive a cost report with all costs incurred.
- Company updates: Through our share investments, we make you part-owners of outstanding companies. So that you as a shareholder know what is happening in “your” companies, we keep you up to date with easy-to-understand company updates!