id,product_id,feature_key,feature_value,note,source_page
bordier:execution_only:pf:external_mgr_excluded,bordier:execution_only,pricing_condition,External-manager clients on separate schedule,EAM (External Asset Managers) — independent IFAs who use Bordier as the custodian for their clients' assets — have a separate (non-published) schedule. Standard practice in the CH private-banking industry; the EAM channel is the largest growth segment for many banks.,
bordier:execution_only:pf:max_cap_unusual,bordier:execution_only,pricing_condition,"Execution-only fee CAPPED at CHF 15,000 — unusual","Bordier execution-only/specific-advisory commission has both a floor (CHF 1,600) AND a cap (CHF 15,000). Most CH private banks publish floors only — the cap means a CHF 50M execution-only account would pay 0.03% effective ((15,000 / 50,000,000)). The cap signals Bordier is willing to capture only modest revenue from large execution-only books — possibly to keep custody+brokerage as the primary monetisation channel for sophisticated execution clients.",
bordier:execution_only:pf:named_vs_numbered_custody,bordier:execution_only,pricing_condition,Custody fees: named (0.20%) vs numbered/corporate (0.25%),Bordier explicitly distinguishes named accounts (0.20%) from numbered accounts and corporate accounts (0.25%). Numbered accounts are the historical Swiss bank-secrecy product — internal account number replaces client name on all internal documents. The 5bps premium reflects additional internal handling cost. Few banks in the dataset publish a numbered-account surcharge explicitly.,
bordier:execution_only:pf:us_client_excluded,bordier:execution_only,pricing_condition,US residents excluded from the standard schedule (separate scale applies),"Verbatim: ""These fees do not apply to external manager clients or clients residing in the US, to whom specific fee scales apply."" Standard for European private banks post-FATCA — accepting US-resident clients carries a USD 1,500/year segregated-account surcharge plus a non-published custom schedule.",