product: bergos:advisory_mandate

Retail banking products. Each row is one product offered by one bank. Categories: current_account, savings_account, pillar_3a, vested_benefits, mortgage, credit_card, debit_card, term_deposit, wealth_management, securities_trading, etc.

Data license: CC-BY-4.0 · Data source: bankproducts.info

This data as json

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
bergos:advisory_mandate	bergos	personal_advisory	Advisory Mandate (Beratungsmandate)	CHF	private	high_net_worth	Advisory-only mandate — client retains decision authority but receives Bergos investment recommendations on entire portfolio or per-transaction. Same 4-strategy framework as discretionary (CORE / GLOBAL ETF / DIRECT / PRIVATE MARKETS). Lower-touch than discretionary; lower fee likely.			BPG00345N4Z2	pro	1

Links from other tables

1 row from product_id in fee
0 rows from product_id in product_feature
0 rows from package_id in package_item
0 rows from product_id in interest_rate
0 rows from product_id in product_alias
0 rows from product_id in product_partner_link