product: vontobel:advice_plus
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| vontobel:advice_plus | vontobel | financial_planning | Vontobel Advice Plus | CHF | private | wealthy | Anlageberatung Stufe Plus: persoenlicher/digitaler Kontakt + semi-annual reviews + personalisierte Empfehlungen + komplettes Universum. Flat-Fee: 1.350% (≤5M) bis 0.950% (25-50M), min CHF 6,750. Brokerage-Modell: 0.900% bis 0.700%, min CHF 4,500. +0.1% Surcharge fuer Enhancement-Modul. | BPG003HXM678 | pro | 0 |