product: ubp: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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ubp:anlageberatung | ubp | personal_advisory | Investment Advisory Mandate | CHF | private | high_net_worth | Investment advisory mandate with personalised RM advice; client retains autonomy on investment choices. Bespoke fee per mandate at CH entity. | BPG003N60GV3 | pro | 1 |