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product_feature

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

2 rows where product_id = "juliusbaer:vermoegensverwaltung"

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id ▼ product_id feature_key feature_value note source_page
juliusbaer:vermoegensverwaltung:pf:finsa_optout Vermögensverwaltungsmandat juliusbaer:vermoegensverwaltung pricing_condition FINSA Art. 31 professional-client opt-out → tailored pricing posture Julius Bär Swiss entity uses the FINSA professional-client opt-out (Art. 31 FinSA) to negotiate fees per relationship rather than publish a retail schedule. Same posture as Pictet (no products loaded) and classical EFG-CH (PR #84). Three-instance threshold for the CH UHNW classical cohort.  
juliusbaer:vermoegensverwaltung:pf:lu_sibling Vermögensverwaltungsmandat juliusbaer:vermoegensverwaltung pricing_condition Bank Julius Baer Europe S.A. (Luxembourg) publishes a schedule; this Swiss entity does NOT Cross-jurisdiction parallel to atom #273 (EFG-CH vs EFG-LI / efg_bve PR #85). The Luxembourg subsidiary, Bank Julius Baer Europe S.A., publishes a "Schedule of Prices and Services — Banking and Custody" PDF (FOR CLIENTS BOOKED IN LUXEMBOURG ONLY, as of June 2025). The Swiss entity publishes no equivalent. EU-jurisdiction MiFID II Article 24(4) drives the LU disclosure; FINSA Art. 31 permits the Swiss opacity. Future PR could load the LU entity as juliusbaer_lu (country=LU) following the efg_bve precedent.  

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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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