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product_feature

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

3 rows where product_id = "jpmorgan:vermoegensverwaltung"

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id ▼ product_id feature_key feature_value note source_page
jpmorgan:vermoegensverwaltung:pf:finsa_optout Vermögensverwaltungsmandat jpmorgan:vermoegensverwaltung pricing_condition FINSA Art. 31 professional-client opt-out → tailored pricing posture Fifth instance of the CH UHNW classical tailored-by-design cohort (atom #274). After Pictet (0 products), EFG (PR #84), Julius Bär (PR #103), Lombard Odier (PR #104). All five use the FINSA professional-client opt-out to negotiate fees per relationship.  
jpmorgan:vermoegensverwaltung:pf:german_sibling Vermögensverwaltungsmandat jpmorgan:vermoegensverwaltung pricing_condition German sibling (J.P. Morgan SE, Frankfurt) publishes a schedule under MiFID II Cross-jurisdiction parallel observation: J.P. Morgan SE (Frankfurt-headquartered EU entity, MiFID II regulated) publishes a Geschäftsbedingungen und Preisliste PDF. The Swiss entity does not. Same pattern as EFG-CH/efg_bve and Julius Bär CH/LU. The third such CH/EU parallel observed in the atom #274 cohort — strong reinforcement that EU jurisdiction (MiFID II Art. 24(4)) is the disclosure-mandating force.  
jpmorgan:vermoegensverwaltung:pf:us_foreign_controlled Vermögensverwaltungsmandat jpmorgan:vermoegensverwaltung pricing_condition US-foreign-controlled subsidiary (JPMorgan Chase & Co., NYSE: JPM) J.P. Morgan (Suisse) SA is a Swiss subsidiary of JPMorgan Chase & Co. (US, NYSE: JPM, ~USD 4T AuM globally). Fifth governance form in the atom #274 cohort: - Pictet: Swiss partnership (ring-fenced 2014) - EFG: foreign-controlled (BTG Pactual Brazil), publicly listed - Julius Bär: Swiss publicly listed (SIX: BAER) - Lombard Odier: Swiss partnership, unlimited liability (1796) - JPMorgan Suisse: US-foreign-controlled, subsidiary of US money-center bank All five share the is_tailored=1 posture. Ownership form is irrefutably orthogonal to pricing posture.  

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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);
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