Fees

One row per fee charged on a product. Every row carries a source_page reference to the original bank PDF. NULL amount means 'on request' (tailored pricing) or 'not published in current source'.

Data license: CC-BY-4.0 · Data source: bankproducts.info

5 rows where bank_id = "ubp" sorted by amount descending

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Suggested facets: fee_type, frequency, note, valid_from (date)

id product_id bank_id fee_type label amount ▲ currency frequency tier channel note source_page valid_from access_tier
ubp:vermoegensverwaltung:mgmt_fee Discretionary Portfolio Management (DPM) ubp:vermoegensverwaltung Union Bancaire Privée, UBP SA ubp mgmt_fee Discretionary Mandate Management Fee (CH tailored)   percent per_annum_pct     No CH-entity public schedule. Comparable UBP (Europe) S.A. Luxembourg schedule (Jan 2025) publishes 0.70% all-in p.a. for U Asset Allocation Conservative/Enhancement/Balanced/Dynamic + EUR 300 per quarter service fee. Monaco + London + HK Branch all publish their schedules. CH parent does not.   2026-06-03 pro
ubp:anlageberatung:advisory_fee Investment Advisory Mandate ubp:anlageberatung Union Bancaire Privée, UBP SA ubp advisory_fee Advisory Mandate Fee (CH tailored)   percent per_annum_pct     No CH-entity public schedule. UBP Monaco Classic Advisory Service published: EUR 300/quarter service fee includes Visa Premier card.   2026-06-03 pro
ubp:execution_only:brokerage Execution Only Service ubp:execution_only Union Bancaire Privée, UBP SA ubp transaction_fee Execution-only Brokerage (CH tailored)   percent per_transaction     No CH-entity public schedule. Monaco Execution-only Service tariffs published separately.   2026-06-03 pro
ubp:depot:custody_fee Securities Custody (Depot) ubp:depot Union Bancaire Privée, UBP SA ubp custody_fee Custody Fee (CH tailored)   percent per_annum_pct     No CH-entity public schedule.   2026-06-03 pro
ubp:private_markets:mgmt_fee Private Markets Solutions ubp:private_markets Union Bancaire Privée, UBP SA ubp mgmt_fee Private Markets Mandate Fee (CH tailored)   percent per_annum_pct     No CH-entity public schedule.   2026-06-03 pro

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CREATE TABLE fee (
    id          TEXT PRIMARY KEY,       -- zkb:privatkonto:account_mgmt
    product_id  TEXT NOT NULL REFERENCES product(id),
    bank_id     TEXT NOT NULL REFERENCES bank(id),  -- denormalized
    fee_type    TEXT NOT NULL,          -- standardized key
    label       TEXT,                   -- human-readable German label from PDF
    amount      REAL,                   -- NULL if text-only or varies
    currency    TEXT DEFAULT 'CHF',     -- CHF, EUR, USD, percent
    frequency   TEXT,                   -- monthly, annual, quarterly, per_txn, one_time, per_annum_pct
    tier        TEXT,                   -- for tiered pricing: "3rd card onwards", "vol:>250k", "member"
    channel     TEXT,                   -- ebanking, paper, counter, atm, app, post_office, all
    note        TEXT,                   -- conditions, fine print
    source_page INTEGER,
    valid_from  TEXT,
    access_tier TEXT NOT NULL DEFAULT 'free'  -- freemium gating; propagated from parent product
        CHECK (access_tier IN ('free', 'pro', 'business'))
);
CREATE INDEX idx_fee_product ON fee(product_id);
CREATE INDEX idx_fee_bank ON fee(bank_id);
CREATE INDEX idx_fee_type ON fee(fee_type);
CREATE INDEX idx_fee_category ON fee(fee_type, bank_id);
CREATE INDEX idx_fee_access_tier ON fee(access_tier);