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
dreyfus:vermoegensverwaltung,dreyfus,wealth_management,Vermoegensverwaltungsmandat,CHF,private,high_net_worth,"Discretionary wealth management. Familiengefuehrte Bank, 213 Jahre Tradition (gegr. 1813), 7 Generationen. ESG-Mandate via anerkanntem Bewertungs-Modell verfuegbar. Pricing tailored per FIDLEG Art. 8 disclosure (not publicly published).",,,BPG003FGAKV3,pro,1,,
dreyfus:beratungsmandat,dreyfus,personal_advisory,Anlageberatungsmandat,CHF,private,high_net_worth,Investment advisory mandate including ESG-Anlageberatungsmandate. Best Execution Policy publicly documented. Bespoke fee per mandate.,,,BPG0037A0H6G,pro,1,,
dreyfus:execution_only,dreyfus,securities_trading,Execution Only,CHF,private,high_net_worth,Execution-only brokerage. Best Execution Policy applies. Bespoke fee per relationship.,,,BPG003E1DTER,pro,1,,
dreyfus:depot,dreyfus,securities_trading,Wertschriftendepot,CHF,private,high_net_worth,In-house securities custody. Bespoke per mandate.,,,BPG003316088,pro,1,,