Choose Your Tariff Plan
You can change your tariff plan at any time and choose the one that will meet your needs.
Important Information for Future Clients
For Residents
Documents required to open an account for residents of Switzerland.
- Valid passport or national ID card.
- Residence permit (Permit B, C, L, etc.) if the client is not a Swiss citizen. Proof of residential address, e.g.:
- Utility bill
- Municipal extract
- Rental agreement
- Tax Identification Number (TIN), if required.
- Proof of source of income or origin of funds (depending on account type and transaction volume):
- Employment contract
- Salary certificate
- Tax return
- Property sale documents
- Statements from other banks
- Contact information (phone, e-mail).
For Non-Residents
Documents required to open an account for non-residents of Switzerland.
- Foreign passport.
- Proof of residential address in home country:
- Utility bill
- Bank statement
- Official government document
- Tax Identification Number (TIN) of the country of tax residency.
- Completed KYC questionnaire.
- Documents confirming the source of origin of funds:
- Income certificate
- Tax return
- Bank account statements
- Documents on sale of real estate, business, or shares
- Certificate of inheritance, etc.
- Documents confirming the purpose of account opening:
- Investments
- Real estate purchase
- International settlements
- Savings
- Recommendation from another bank or confirmation of business relations (if required).
Tariffs for Residents
Classic
Basic plan for everyday banking services.
- Multi-currency account opening
- Standard debit card
- Internet banking and mobile app
- Domestic and international transfers (quick setup via support service)
- SEPA and SWIFT payments
- Online payments
- Standard transfer limits
- Multi-currency fund storage
- 24/7 account access
- Standard customer support
Condition: Monthly service fee of CHF 33, or transfers within Switzerland or abroad totalling at least CHF 2,000.
Gold
Enhanced package for active clients.
- All Classic plan features
- Gold debit card Visa and Master Card
- Increased transaction limits
- Improved currency exchange rates
- Priority payment processing
- Investment account
- Travel insurance
- Priority customer support
Condition: Monthly service fee of CHF 100, or transfers within Switzerland or abroad totalling at least CHF 10,000.
Private Banking
Personal banking services for high-net-worth clients.
- Personal banker
- Individual investment strategy
- Investment portfolio management
- Tax and financial advisory
- International transaction support
- Individual deposit and lending terms
- Personal currency exchange rates
- Access to exclusive investment products
- 24/7 personal service
- Confidential financial operations support
- Family Office services (upon request)
Condition: Minimum of CHF 10,000,000 in bank account. To join our Private Banking community, please contact support for up-to-date information.
Tariffs for International Clients
Global
Banking services for international clients.
- Remote account opening
- Multi-currency account
- Services in more than 20 currencies
- SWIFT international transfers
- Standard debit card
- Internet banking and mobile app
- Standard transfer limits worldwide
- Services for foreign tax residents
- Multi-language support
Condition: Minimum refundable deposit of CHF 500.
Global Gold
Premium international banking services.
- All International plan features
- Gold debit card Visa and Master Card
- Personal manager
- Improved currency conversion rates
- Priority processing of international transfers
- Investment account
- Extended travel and flight insurance
- Increased transfer limits
- Access to special bank offers (Fee Settlement Facility, reduced commissions, overdraft)
- Dedicated support line
Condition: Minimum refundable deposit of CHF 1,500.
Global Platinum
Maximum level of international banking services.
- All International Gold features
- Visa Infinite or Mastercard World Elite card
- Personal financial advisor
- Individual currency rates
- Priority processing of all banking operations
- Extended investment solutions
- Comprehensive insurance coverage
- Airport lounge access worldwide
- Concierge service 24/7
- Increased card and transfer limits up to CHF 2,000,000 with no daily limits
- 24/7 VIP support
Condition: At least 2 weeks as an active International Gold plan user.
Private Banking
To join our Private Banking community, please contact support for up-to-date information.
For all information, please contact our support service.
support@helvettrust.com