id,bank_id,category,name,currency,client_type,target_group,description,valid_from,source_document_id,bpg,access_tier,is_tailored,notice_period_days,iso_account_type
bil:wealth_management,bil,wealth_management,BIL Wealth Management — Mandat,CHF,private,high_net_worth,Discretionary wealth management mandate for HNW/UHNW clients. BIL Wealth Management is BIL's flagship UHNW service line (referenced in LU tarifs). Swiss-entity pricing tailored per mandate; the LU sibling publishes (1er mai 2026).,,,BPG003SQ2PSW,pro,1,,
bil:beratungsmandat,bil,personal_advisory,Anlageberatung (Advisory Mandate),CHF,private,high_net_worth,Investment advisory mandate. Bespoke fee per mandate; Swiss entity does not publish.,,,BPG003VY93HA,pro,1,,
bil:depot,bil,securities_trading,Depot (Custody),CHF,private,high_net_worth,Securities custody for HNW/UHNW clients. Bespoke per mandate.,,,BPG003Z3ZX26,pro,1,,
bil:relationship_account,bil,current_account,Relationship Account (CHF),CHF,private,high_net_worth,Cash/payment account associated with a wealth-management relationship. Bundled within mandate.,,,BPG0039HV2G2,free,1,,