product: mirabaud: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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| mirabaud:anlageberatung | mirabaud | personal_advisory | Investment Advisory + Planification Patrimoniale | CHF | private | high_net_worth | Investment advisory mandate + wealth planning ("planification patrimoniale"). Strong wealth-planning emphasis in marketing (retirement, end-of-activity, Schweizer Vorsorge-Reform). | BPG0036FP40H | pro | 1 |