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
maerki:vermoegensverwaltung,maerki,wealth_management,Vermoegensverwaltungsmandat,CHF,private,high_net_worth,"Discretionary wealth management. Familiengefuehrte 1932-Privatbank, nicht-boersenkotiert. Verzicht auf eigene Produkte — Open-architecture only. AUM ca. CHF 7.5 Mrd (75% Schweizer Kunden). Modularer Anlageansatz. Pricing tailored per FIDLEG Art. 8 (not publicly published).",,,BPG003814RQG,pro,1,,
maerki:anlageberatung,maerki,personal_advisory,Anlageberatungsmandat,CHF,private,high_net_worth,Investment advisory mandate. Modularer Anlageansatz mit Open-Architecture (keine Maerki-eigenen Fonds; Auswahl aus Drittprodukten). Bespoke fee per mandate.,,,BPG003SG0615,pro,1,,
maerki:depot,maerki,securities_trading,Wertschriftendepot,CHF,private,high_net_worth,In-house securities custody. Open-architecture: Drittprodukt-Auswahl via objektives Selektionsverfahren.,,,BPG003Z685SC,pro,1,,
maerki:eam_services,maerki,wealth_management,EAM-Services (externe Vermoegensverwalter),CHF,business,high_net_worth,Betreuung externer Vermoegensverwalter (B2B). Geschaeftsstelle Lugano fuer Ticino-/Italo-Klientel. Bespoke fee per relationship.,,,BPG003YNP5NG,pro,1,,
maerki:archip_corporate,maerki,wealth_management,ARCHIP Corporate (Blockchain- und Kryptounternehmen),CHF,business,high_net_worth,"ARCHIP by Maerki Baumann — Geschaefts- und Kapitaleinzahlungskonten, Wallets, Staking, ICO/IEO/STO-Capital-raising fuer Blockchain-/Krypto-Geschaeftskunden. FIRST atom #274 cohort instance with crypto subsidiary. Bespoke fee per mandate.",,,BPG003T9S5CS,pro,1,,