product: jpmorgan:beratungsmandat
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| jpmorgan:beratungsmandat | jpmorgan | personal_advisory | Anlageberatung (Advisory Mandate) | CHF | private | high_net_worth | Investment advisory mandate. Bespoke fee structure per mandate; the Swiss entity does not publish a retail schedule. The German sibling (J.P. Morgan SE Frankfurt) does publish a schedule per MiFID II — but the Swiss entity uses the FINSA opt-out. | BPG003CRXAS7 | pro | 1 |