product_feature

Data license: CC-BY-4.0 · Data source: bankproducts.info

2 rows where product_id = "efg_bve:wealth_mgmt_traditional_instruct"

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id ▼ product_id feature_key feature_value note source_page
efg_bve:wealth_mgmt_traditional_instruct:pf:aiof_alternative Vermoegensverwaltung Traditional (mit Kundeninstruktionen) efg_bve:wealth_mgmt_traditional_instruct pricing_condition Alternative pricing: 0.75% + courtage + depot (instead of 1.8% AIOF) Client can choose: 1.8% AIOF or 0.75% AIOF + separate courtage + depot fees. Latter favorable for high-turnover clients with low courtage usage. 3
efg_bve:wealth_mgmt_traditional_instruct:pf:min_2500 Vermoegensverwaltung Traditional (mit Kundeninstruktionen) efg_bve:wealth_mgmt_traditional_instruct pricing_condition CHF 2500 minimum p.a. across all 4 wealth-mgmt strategies Same minimum applies whether 1.8% or 1.5% AIOF strategy. Effective entry threshold to wealth mgmt: at 1.5% AIOF, breakeven is approximately CHF 167k AUM; at 1.8%, approximately CHF 139k AUM. 3

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CREATE TABLE product_feature (
    id          TEXT PRIMARY KEY,
    product_id  TEXT NOT NULL REFERENCES product(id),
    feature_key TEXT NOT NULL,          -- withdrawal_limit_free, notice_period, daily_limit, monthly_limit,
                                        -- interest_late_payment, max_balance, included_services, ...
    feature_value TEXT,
    note        TEXT,
    source_page INTEGER
);
CREATE INDEX idx_product_feature_product ON product_feature(product_id);
CREATE INDEX idx_product_feature_key ON product_feature(feature_key);