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
lombardodier:vermoegensverwaltung,lombardodier,wealth_management,Vermögensverwaltungsmandat,CHF,private,high_net_worth,Discretionary wealth management mandate for HNW / UHNW clients. Typical entry threshold CHF 1M-5M+ AuM depending on booking centre. Pricing tailored per mandate; no public schedule on the Swiss entity. Quoted at mandate inception under FINSA Art. 31 professional-client opt-out.,,,BPG00375VBTB,pro,1,,
lombardodier:beratungsmandat,lombardodier,personal_advisory,Anlageberatung (Advisory Mandate),CHF,private,high_net_worth,"Investment advisory mandate — client retains discretion, Lombard Odier provides recommendations. Bespoke fee structure per mandate; no public schedule.",,,BPG003B2PK6Q,pro,1,,
lombardodier:depot,lombardodier,securities_trading,Depot (Custody),CHF,private,high_net_worth,"Securities custody account for HNW / UHNW clients. Bespoke percentage-based custody fee with floors, plus per-execution transaction fee. No public schedule on Swiss entity.",,,BPG003JFCM4W,pro,1,,
lombardodier:relationship_account,lombardodier,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.,,,BPG003Z6JWHN,free,1,,