id,product_id,feature_key,feature_value,note,source_page
edmond_rothschild:vermoegensverwaltung:pf:atom_274_generalised,edmond_rothschild:vermoegensverwaltung,pricing_condition,Atom #274 fully generalised: ANY non-Swiss disclosure regime → sibling publishes,"After today's loads (JPMorgan CH/DE MiFID II + BIL CH/LU MiFID II + Safra Sarasin CH/SG MAS + EdR CH/FR + EdR CH/LU MiFID II), the atom #274 cohort has 7 distinct non-Swiss publishing siblings across 7 cross-border legal entities. The pattern observed in EU jurisdictions (MiFID II) AND in Singapore (MAS) AND would predictably hold in Hong Kong (SFC) / UK (FCA) / USA (SEC). Switzerland's FINSA Art. 31 is uniquely permissive among major wealth-management jurisdictions. The ""any disclosure-mandating regime vs FINSA"" generalisation is now structurally solid.",
edmond_rothschild:vermoegensverwaltung:pf:finsa_optout,edmond_rothschild:vermoegensverwaltung,pricing_condition,FINSA Art. 31 professional-client opt-out → tailored posture,"9th instance of CH UHNW classical cohort. Cohort breakdown: 8 tailored (Pictet, EFG, Julius Bär, Lombard Odier, JPMorgan Suisse, BIL Suisse, Safra Sarasin, Edmond de Rothschild) + 1 published (Reichmuth counter-example).",
edmond_rothschild:vermoegensverwaltung:pf:fr_lu_siblings_publish,edmond_rothschild:vermoegensverwaltung,pricing_condition,FR + LU siblings both publish; Swiss entity does NOT — 6th cross-jurisdiction parallel,"Two EU sub-siblings both publish under MiFID II: Edmond de Rothschild (France) ""Conditions générales de tarification"" Stand juillet 2024, and Edmond de Rothschild (Europe) SA Luxembourg ""Document d'information tarifaire"" Stand 1 octobre 2025. Both EU jurisdictions disclose; Swiss parent does not. SIXTH cross-jurisdiction parallel, but FIRST with TWO sub-siblings in the same group. Same atom #273 pattern: any non-Swiss disclosure regime → sibling publishes.",
edmond_rothschild:vermoegensverwaltung:pf:rothschild_family_private,edmond_rothschild:vermoegensverwaltung,pricing_condition,Rothschild family-controlled private holding,"Founded 1953 by Baron Edmond Adolphe de Rothschild. Family-owned, not publicly listed. Holding company in Luxembourg (Edmond de Rothschild Holding SA). Similar structure to Safra Sarasin (foreign-controlled private holding) but with explicit ""banking dynasty"" branding and a more developed multi-jurisdiction operational footprint (CH + FR + LU + Israel + UK + others).",