product: maerki:anlageberatung
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| maerki:anlageberatung | maerki | personal_advisory | Anlageberatungsmandat | CHF | private | high_net_worth | Investment advisory mandate. Modularer Anlageansatz mit Open-Architecture (keine Maerki-eigenen Fonds; Auswahl aus Drittprodukten). Bespoke fee per mandate. | BPG003SG0615 | pro | 1 |