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
jpmorgan:vermoegensverwaltung,jpmorgan,wealth_management,Vermögensverwaltungsmandat,CHF,private,high_net_worth,"Discretionary wealth management for HNW/UHNW clients. JPMorgan Private Bank typical entry threshold is significantly above CHF 5M AuM in the Swiss booking centre (US-parent global standard). Pricing tailored per mandate, no public schedule on the Swiss entity. Quoted under FINSA Art. 31 professional-client opt-out.",,,BPG003PP75ZM,pro,1,,
jpmorgan:beratungsmandat,jpmorgan,personal_advisory,Anlageberatung (Advisory Mandate),CHF,private,high_net_worth,Investment advisory mandate. Bespoke fee structure per mandate; the Swiss entity does not publish a retail schedule. The German sibling (J.P. Morgan SE Frankfurt) does publish a schedule per MiFID II — but the Swiss entity uses the FINSA opt-out.,,,BPG003CRXAS7,pro,1,,
jpmorgan:depot_custody,jpmorgan,securities_trading,Depot (Custody),CHF,private,high_net_worth,Securities custody account for HNW / UHNW / institutional clients. Bespoke percentage-based custody fee with floors. No public schedule on Swiss entity.,,,BPG003JAFC3J,pro,1,,
jpmorgan:fund_distribution,jpmorgan,wealth_management,JPMorgan Funds Distribution,multi,private,high_net_worth,"Distribution of JPMorgan Funds (Luxembourg SICAV) and JPMorgan ICAV (Irish UCITS ETFs) to Swiss clients. Fund management fees (JVBG/B&V) are published per share class in fund prospectuses and fee-reduction notices — but those are FUND fees, not Swiss-entity advisory fees. The Swiss entity layers its own advisory mandate on top.",,,BPG00301HAQE,pro,1,,