SOCIETE GENERALE Private Banking (Suisse) SA

Société Générale Private Banking (Suisse) SA is the Swiss private banking subsidiary of Société Générale S.A., operating as a Swiss bank under the supervision of FINMA and subject to Swiss capital, conduct, and client protection rules. Based in Geneva with an office in Zurich, it serves high-net-worth and ultra-high-net-worth individuals, families, and their holding structures through discretionary and advisory portfolio management, execution-only and custody, multi-currency cash accounts, and access to equities, fixed income, funds, structured products, foreign exchange, and selected alternative investments, leveraging the group’s research and markets platform. The bank provides credit solutions including Lombard lending and real estate financing, with collateral, eligibility, and risk limits determined case by case. It offers wealth-planning support in coordination with external specialists for estate, succession, and trust arrangements; it does not provide tax advice, and cross-border services are delivered in line with the rules of the client’s country of residence. Onboarding follows Swiss AML/KYC requirements and suitability assessments, with documentation on identity, source of funds, and source of wealth; processing times and minimum relationship sizes vary by client profile and jurisdiction. Pricing typically includes custody, transaction, and management or advisory fees, plus product and third-party costs where applicable; inducements and retrocessions are addressed according to Swiss disclosure requirements and client agreements. Client assets are booked in Switzerland; cash deposits are protected up to CHF 100,000 per client under the esisuisse scheme, while custody assets are segregated under Swiss law and are not covered by deposit insurance. Digital channels include e-banking and periodic reporting; services are available in multiple languages. Eligibility depends on residency and regulatory constraints, and services for certain jurisdictions, including the United States, may be limited or unavailable. Products and financing involve market, credit, liquidity, currency, and counterparty risks, and transactions are governed by the bank’s general terms and product-specific documentation.