An overview of average claims for retrocessions.

No small change! An overview of average claims for retrocessions. Are you or your clients affected too?

Fee. Commission. These are terms that sound very much like small change. But for Swiss banks, the retrocessions they have secretly pocketed for many years have been a lucrative business. According to calculations by the Swiss Bankers Association (Swiss Banking) in 2012, it is estimated that they unlawfully retained several billion Swiss francs. And it is worthwhile for individual clients to do the math as well. For example: with a portfolio of 200,000 euros invested in Switzerland means a possible refund of 10,000 to 20,000 euros – plus interest! Small change? Not really…

Kickbacks only expire after ten years

Every additional day you or your clients forgo this money, as the claims for repayment of kickbacks expire after ten years. This is what the banks are counting on. They are playing the long game. So far, this strategy has been very lucrative for them, as few investors have demanded their money back.

Claim back retrocessions without risk

On our Liti-Link homepage, you can check for free how much your claims are. The Retro-Calculator allows you to quickly and easily estimate the amount of the claim.

How much money you – or your clients – can claim back depends on several factors. The decisive factors are primarily the structure of the portfolio and the period over which the money was invested. For typical portfolios, the retrocessions amount to 0.5-1 percent of the portfolio value per year, depending on the financial institution, sometimes even more. This means: for a portfolio value of, for example, 1.0 million euros, your client is entitled to a possible refund of a total of 50,000 to 100,000 euros for ten years, plus interest.

So, there are lucrative reasons to take action now. Calculate your clients' claims with our Retro-Calculator, and you will see: urgency pays off. As soon as you place the data with us online, we will claim the money from the banks – without any cost risk for you or your clients, as a fee is only due in the event of success.