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product: bergos:strategic_advice

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:strategic_advice bergos personal_advisory Strategic Advice (Strategische Beratung) CHF private high_net_worth Strategic wealth advisory — distinct from transaction-level advice. Asset allocation, estate planning, multi-jurisdictional structuring. Project-fee or retainer model typical.     BPG003EGAJMK pro 1    

Links from other tables

  • 0 rows 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
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