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
safrasarasin:vermoegensverwaltung,safrasarasin,wealth_management,Vermögensverwaltungsmandat,CHF,private,high_net_worth,Discretionary wealth management for HNW/UHNW clients. Swiss-entity pricing tailored per mandate. The Singapore Branch publishes a schedule (Stand 1 Sep 2025) but the Swiss entity does not. AuM ~CHF 200B+ globally.,,,BPG003F4356S,pro,1,,
safrasarasin:beratungsmandat,safrasarasin,personal_advisory,Anlageberatung (Advisory Mandate),CHF,private,high_net_worth,Investment advisory mandate. Bespoke fee per mandate; Swiss entity does not publish.,,,BPG003238P0J,pro,1,,
safrasarasin:depot,safrasarasin,securities_trading,Depot (Custody),CHF,private,high_net_worth,Securities custody for HNW/UHNW. Bespoke per mandate.,,,BPG003KYF0C3,pro,1,,
safrasarasin:relationship_account,safrasarasin,current_account,Relationship Account (CHF),CHF,private,high_net_worth,Cash/payment account associated with wealth-management relationship. Bundled within mandate.,,,BPG00351TK2P,free,1,,