Institutional Share Classes
We offer our institutional clients institutional share classes in LGT investment products with particularly attractive terms and conditions.
While Class B units are open to all clients, units in the Classes I1, I2 and I3 are reserved for institutional clients subject to certain conditions, and also differ from Class B in that they have a higher minimum investment amount and lower commission rates.
The institutional share classes are reserved for the following client groups:
- Swiss and foreign banks
- securities dealers
- occupational pension funds (pension funds, investment foundations, vested benefits foundations, bank foundations, etc.)
- public old age and occupational pension funds, including those of supranational organizations
- fund management companies and management companies
- undertakings for collective investment in corporate form
- insurance companies
- holding companies, investment companies, finance companies or operating companies, as well as any kind of public-law entities which themselves, or through related units, have a finance department employing qualified personnel
Insofar as banks and securities dealers and other institutional investors with comparable functions hold units for the account of their clients, they shall not be deemed institutional investors in this regard.