Do you have any questions?
Please find below answers to frequently asked questions:
There are no notice periods. The cooperation can be terminated at any time by written notice.
Survista is licensed by FINMA and is supervised by the supervisory organisation “AOOS”. OFS Ombud Finanzen” has been appointed as the ombudsman.
Yes, if you are interested, you can access your personal asset overview via a client login.
As a rule, we are able to reduce the total costs, including our fee, through cost-efficiently managed portfolios and specially negotiated conditions.
No, as a rule, the portfolios managed by us are serviced at a desk specifically for asset managers.
No, the limited power of attorney only allows asset management activities; payments and transfers are not possible without client consent.