product_feature

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

4 rows where product_id = "safrasarasin:vermoegensverwaltung"

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id ▼ product_id feature_key feature_value note source_page
safrasarasin:vermoegensverwaltung:pf:crawler_out_of_scope_correct Vermögensverwaltungsmandat safrasarasin:vermoegensverwaltung pricing_condition Crawler correctly flagged "out_of_scope" — verbatim: "Private bank — no public retail pricing published" The crawler's _meta/coverage.json reads: {"status": "out_of_scope", "detail": "Private bank — no public retail pricing published", "data_quality": "out_of_scope"}. The crawler correctly identified that the Swiss entity publishes nothing retail-shaped. The Singapore-branch schedule that did get captured is correctly recognized as a different-jurisdiction artifact. Good signal that Walid feedback item #3 / #6 (categorizer training) is working as designed for this cohort.  
safrasarasin:vermoegensverwaltung:pf:finsa_optout Vermögensverwaltungsmandat safrasarasin:vermoegensverwaltung pricing_condition FINSA Art. 31 professional-client opt-out → tailored posture 8th instance of the CH UHNW classical cohort. After Pictet, EFG, Julius Bär, Lombard Odier, JPMorgan Suisse, BIL Suisse (6 tailored), Reichmuth (1 counter-example). Atom #274 now at 8 instances.  
safrasarasin:vermoegensverwaltung:pf:foreign_controlled_private Vermögensverwaltungsmandat safrasarasin:vermoegensverwaltung pricing_condition Foreign-controlled (Safra family, Brazilian/Lebanese), NOT publicly listed 7th governance form in atom #274 cohort. Foreign-owned-but-privately-held distinguishes Safra Sarasin from EFG (foreign-controlled-but-publicly-listed BR) and JPMorgan Suisse (US-foreign-controlled-but-publicly-listed-parent). Closest analog is Safra family holding — wealth-management bank as part of a banking dynasty empire. Founded as Sarasin & Cie in 1841 Basel, merged with Safra-Israelita in 2013.  
safrasarasin:vermoegensverwaltung:pf:singapore_sibling_publishes Vermögensverwaltungsmandat safrasarasin:vermoegensverwaltung pricing_condition Singapore Branch publishes schedule under MAS regulation; Swiss entity does NOT — FIRST CH/SG parallel The Singapore Branch publishes a comprehensive Schedule of Fees (Bank J. Safra Sarasin Ltd Singapore Branch, valid from 1 Sep 2025, USD denominated). Portfolio management all-in fees: Fixed Income 1.00%, Defensive 1.40%, Balanced 1.60%, Dynamic 1.80%, Equity 2.00%. Custody 0.60% p.a. min USD 3000. The CH parent does not publish. FIFTH cross-jurisdiction parallel in atom #274 cohort but FIRST NON-EU one — Singapore's MAS Notice 656 (Sales and Distribution of Investment Products) is the disclosure-mandating regime, not MiFID II. Generalises atom #274: ANY disclosure-mandating regime drives the EU/Asia sibling to publish, FINSA opt-out keeps the Swiss parent silent.  

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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);