Overview of Mortgage Products

Reviews
May 2008 Overview of Mortgage Products Fix mortgage Brief description Mortgage with a fixed term and a fixed interest rate Mix mortgage Mortgage with a fixed term where the interest rate is based 50% on the money market rate and 50% on the capital market rate Flex mortgage Mortgage with a fixed term where the interest rate changes in accordance with prevailing money market conditions Flex rollover mortgage Mortgage with a fixed term (in the form of fixed advances) where the interest rate is adjusted to the prevailing money market conditions when the fixed advance matures Adjustable-rate mortgage Mortgage without a fixed term. The interest rate changes in accordance with the market situation Start-up bonus mortgage Fix mortgage for first-time buyers with a one-off bonus of 0.5% on half the mortgage amount for half of the agreed term Minimum amount CHF 100’000 CHF 200’000 CHF 200’000 CHF 200’000 CHF 100’000 (applies only to new mortgages) No agreed term Direct amortization or indirect amortization via Pillar 3 account or life insurance policy CHF 100’000 Term Amortization 1 to 15 years Direct amortization or indirect amortization via Pillar 3 account or life insurance policy 3 or 5 years Only indirect amortization via Pillar 3 account or life insurance policy 3 or 5 years Only indirect amortization via Pillar 3 account or life insurance policy 1 to 10 years Only indirect amortization for the term of the fixed advance Direct amortization also possible at the time the fixed advance matures 1 to 15 years Direct amortization or indirect amortization via Pillar 3 account or life insurance policy Interest rate adjustment Fixed interest rate for agreed term Refinancing on the capital market Interest rate for money market component is adjusted to 3-month LIBOR every 3 months (end of quarter) Interest rate for capital market component is fixed for the entire term Interest rate is based on 3-month LIBOR and is adjusted every quarter Interest rate is adjusted to money market conditions when the fixed advance matures (basis: LIBOR of 3 to 12 months) Variable interest rate which is adjusted to changes in the money and capital markets Fixed interest rate for agreed term Refinancing on the capital market May 2008 Fix mortgage Interest rate hedging None, as interest rate is fixed for the entire term Mix mortgage Interest cost ceiling to ensure an upper limit for the money market rate is integrated into the product and the client interest rate Flex mortgage Interest rate band with minimum and maximum interest rates to limit the LIBOR-related interest rate fluctuations Hedging is integrated in the product and client interest rate Flex rollover mortgage Individual interest rate hedging can be included for loan amounts from CHF 500’000 Adjustable-rate mortgage None Start-up bonus mortgage None, as interest rate is fixed for the entire term Special features Available options: Forward fix mortgage The interest rate can be fixed until 2 years before payout or extension of the mortgage The mix mortgage can also be concluded without an interest cost ceiling None None None Product only available for firsttime buyers (private clients) of owner-occupied property Client benefits As the interest rate is fixed for the entire term, the interest costs can be budgeted in advance Protection against rising interest rates Interest cost ceiling protects clients against rising interest rates. When interest rates fall, the client benefits from the interest reduction on the money market component The client benefits from attractive and close-to-market conditions Fixed interest band provides protection against substantial increase in interest rates Client benefits from close-tomarket conditions as the interest rates are regularly adjusted to the money market rates Client benefits from falling interest rates Ideal starter product for firsttime buyers with attractive interest rate reduction As the interest rate is fixed for the entire term, the interest costs can be budgeted in advance Further information Fact sheet (PDF) Fact sheet (PDF) Fact sheet (PDF) Fact sheet (PDF) Fact sheet (PDF) Fact sheet (PDF) Pension mortgage: The pension mortgage combines a Credit Suisse mortgage, Credit Suisse Pension – 3rd Pillar and at least one of the two mortgage insurance products Credit Suisse Hypo Care and Credit Suisse Hypo Care Life. The interest rate for the selected mortgage product is ¼ % below the normal rate (granted on max. CHF 500’000; does not apply to start-up bonus mortgage).

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