product_feature: rahnbodmer:vermoegensverwaltung:pf:fidleg_documented
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| id | product_id | feature_key | feature_value | note | source_page |
|---|---|---|---|---|---|
| rahnbodmer:vermoegensverwaltung:pf:fidleg_documented | rahnbodmer:vermoegensverwaltung | pricing_condition | FIDLEG Privatkunde/Professioneller-Kunde segmentation explicitly documented | The Allgemeine Kundeninformationen brochure (Nov 2021, 64 pages) is the canonical FIDLEG (FINSA in DE) information document for the bank's clients. Explicitly walks through Kundeneinstufung (client classification), the three mandate types (Auftrag, Beratungsmandate, Vermoegensverwaltung), Angemessenheits- und Eignungspruefung (appropriateness and suitability checks), and Dienstleistungskosten (service costs disclosed at relationship onboarding, NOT in a public schedule). This is the bank's canonical answer to FINSA: "we provide the disclosure required by law, just not in the form of a published schedule." Same pattern as Julius Baer, Pictet, Lombard Odier. |