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
juliusbaer:vermoegensverwaltung,juliusbaer,wealth_management,Vermögensverwaltungsmandat,CHF,private,high_net_worth,Discretionary wealth management mandate for HNW / UHNW clients. Entry threshold ~CHF 1M-5M AuM (varies by booking centre and strategy). Pricing tailored per mandate — typical structure: AuM-based annual fee + execution costs + custody. No public schedule on the Swiss entity; pricing offered on relationship basis under FINSA Art. 31 professional-client opt-out.,,,BPG003WXWVKP,pro,1,,
juliusbaer:beratungsmandat,juliusbaer,personal_advisory,Anlageberatung (Advisory Mandate),CHF,private,high_net_worth,"Investment advisory mandate — client retains discretion, Julius Bär provides recommendations. Fee structure: advisory fee + transaction fee (the LU subsidiary documents standard vs ticket-fee models; the Swiss entity offers comparable structures bespoke per mandate). No public schedule on Swiss entity.",,,BPG003PRW90T,pro,1,,
juliusbaer:depot,juliusbaer,securities_trading,Depot (Custody),CHF,private,high_net_worth,"Securities custody account for HNW / UHNW clients. Fee structure: percentage-based custody fee with floors, plus per-execution transaction fee. No public schedule on Swiss entity; quoted per mandate.",,,BPG003VNVJN8,pro,1,,
juliusbaer:relationship_account,juliusbaer,current_account,Relationship Account (CHF),CHF,private,high_net_worth,Cash / payment account associated with a wealth-management or advisory relationship. Bundled within the mandate; no standalone retail tariff. Account-keeping costs absorbed into mandate fee per FINSA Art. 31 negotiated structure.,,,BPG003CZD46X,free,1,,