product: bergos:strategic_advice
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 |