product: bordier:mgmt_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
bordier:mgmt_mandate	bordier	wealth_management	Management mandate / Comprehensive advisory mandate	CHF	private	high_net_worth	Discretionary asset management (or full-portfolio advisory). Investment commission tiered: 0.90% < CHF 1M / 0.70% CHF 1-2M / 0.55% CHF 2-5M / 0.35% > CHF 5M. Min CHF 1,600 p.a. Custody + brokerage charged separately at published tiered rates. Retrocession-waiver clients add +0.20% (atom #289). Quarterly invoicing on weighted monthly average asset value.			BPG003NFGDPE	pro	0

Links from other tables

7 rows from product_id in fee
6 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