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
bordier:mgmt_mandate,bordier,wealth_management,Management mandate / Comprehensive advisory mandate,CHF,private,high_net_worth,"Discretionary asset management (or full-portfolio advisory). Investment commission tiered: 0.90% < CHF 1M / 0.70% CHF 1-2M / 0.55% CHF 2-5M / 0.35% > CHF 5M. Min CHF 1,600 p.a. Custody + brokerage charged separately at published tiered rates. Retrocession-waiver clients add +0.20% (atom #289). Quarterly invoicing on weighted monthly average asset value.",,,BPG003NFGDPE,pro,0,,
bordier:all_in_fee,bordier,wealth_management,All-in-fee account,CHF,private,high_net_worth,"Single all-in fee bundling management or advisory commission + custody + brokerage. Tiered: 1.50% < CHF 2M / 1.20% CHF 2-5M / 1.00% CHF 5-10M / 0.80% > CHF 10M. Min CHF 25,000 p.a. — the highest fee floor in the Bordier schedule, suggesting the all-in is positioned for ≥ CHF 2M clients.",,,BPG003MS9PCK,pro,0,,
bordier:execution_only,bordier,wealth_management,Execution-only / Specific advisory mandate,CHF,private,wealthy,"Custody account without management mandate, or with transaction-by-transaction advisory. Administrative commission: 0.40% < CHF 1M / 0.35% CHF 1-2M / 0.30% CHF 2-5M / 0.28% > CHF 5M. Min CHF 1,600, max CHF 15,000 — the cap is unusual (most private banks have only floors). Plus custody + brokerage tiered separately.",,,BPG0031F0Y9H,pro,0,,
bordier:crypto_custody,bordier,wealth_management,Custody account for crypto assets,CHF,private,wealthy,"Crypto-asset custody and brokerage (BTC / ETH / XRP). Administrative commission tiered same as execution-only. Brokerage 1.00% on crypto trades, min CHF 150 per transaction (correspondent fees NOT included, unlike securities). Min CHF 500 admin. Custody 0.20% (named) / 0.25% (numbered/corporate).",,,BPG003QKC0GE,pro,0,,
bordier:investment_fund_account,bordier,wealth_management,Investment fund account (Bordier funds: fee-free),CHF,private,standard,"Custody account holding exclusively Bordier & Cie funds. No mgmt or admin commission, no custody fee, no brokerage on revised allocations between Bordier funds. Effectively free wealth management for clients fully invested in Bordier in-house funds — a captive-funds pricing model that mirrors Pictet/Lombard Odier flagship-fund self-distribution.",,,BPG003VRXCH5,pro,0,,
bordier:fiduciary_money_market,bordier,wealth_management,Fiduciary money-market investments,CHF,private,wealthy,"Fiduciary placements with third-party banks (off-balance-sheet). Min CHF 100,000. Commission 0.50% p.a., min CHF 125 per transaction. Same rate applies to treasury bills and other short-term placements.",,,BPG003ADQH17,pro,0,,
bordier:safe_deposit_box,bordier,securities_trading,Safe deposit box,CHF,private,standard,Physical safe deposit box at Geneva/Nyon/Bern/Zürich branches. CHF 200 or CHF 500/year depending on size. Note: NOT chargeable on Bordier-fund-only accounts (waived alongside other custody-related fees).,,,BPG00399MKAV,pro,0,,