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
rahnbodmer:vermoegensverwaltung,rahnbodmer,wealth_management,Mandat Vermögensverwaltung,CHF,private,high_net_worth,"Discretionary wealth management for HNW/UHNW clients. Oldest Swiss private bank still operating (founded 1750, Zurich). Kommanditgesellschaft governance form (limited partnership with personally-liable partners). Swiss-entity pricing tailored per mandate per FINSA Art. 31 professional-client opt-out.",,,BPG003F3VYWM,pro,0,,
rahnbodmer:beratungsmandat,rahnbodmer,personal_advisory,Mandat Anlageberatung (Beratungsmandate),CHF,private,high_net_worth,Investment advisory mandate. Bank performs Eignungspruefung (suitability check) for Privatkunden; declines for Professionelle Kunden under the FINSA opt-out. Bespoke fee per mandate.,,,BPG0039PHVHG,pro,0,,
rahnbodmer:auftragsmandat,rahnbodmer,securities_trading,Mandat Auftrag (Execution-only),CHF,private,high_net_worth,Execution-only brokerage mandate. Bank performs neither suitability nor appropriateness check. Bespoke fee per relationship.,,,BPG003VFHZ5Z,pro,0,,
rahnbodmer:depot,rahnbodmer,securities_trading,Depot (Custody),CHF,private,high_net_worth,Securities custody for HNW/UHNW relationships. Bespoke per mandate.,,,BPG0038H8R2Z,pro,0,,