Citigold Private Client

WELCOME OFFERS

Begin a relationship to enjoy our prestigious welcome offer

Open a Citigold Private Client account to enjoy up to HK$172,000 Cash Rebate and a 1-Tael of 999.9 Gold Coin

Terms and conditions apply

New fund offer

New Funds Amount (HK$)	Cash Rebate (HK$)
≥ HK$8,000,000	HK$40,000

Engagement Offer

Complete the following to enjoy up to HK$2,000 cash rebate

Cash Rebate (HK$) with investment balance	Cash Rebate (HK$) without investment balance
HK2,000	HK$500

INVESTMENT OFFER

Designated Product Balance (HK$)	Cash Rebate (HK$)
≥ HK$10,000,000	HK$120,000 + a 1-Tael 999.9 Gold Coin
HK$8,000,000-HK$9,999,999	HK$90,000 + a 1-Tael 999.9 Gold Coin
HK$5,000,000-HK$7,999,999	HK$40,000 + a 1-Tael 999.9 Gold Coin
HK$2,000,000-HK$4,999,999	HK$20,000
HK$1,000,000-HK$1,999,999	HK$5,000
Existing Citi Credit Card customers^* can enjoy an extra HK$5,000 cash rebate!

Other Product Balance Offer

New Citigold Private Client customers who successfully draw down a mortgage loan or subscribe an insurance policy will enjoy HK$8,000 cash rebate

Professional Investor Sign-up offer

Complete the Professional Investor Declaration Form and Maintain Professional Investor status to enjoy up to HK$2,000 cash rebate

Cash Rebate (HK$) with investment balance	Cash Rebate (HK$) without investment balance
HK$2,000	HK$1,000

^*Extra offers are only eligible to credit card customers who hold an approved and valid credit card as of the prior month of banking account opening.

^{^}Preferential time deposit interest rate applies to 3-month time deposit account of designated currencies.

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Citi Global Wealth Management provides you one stop solution with investment, mortgage and protection plan to build wealth with stability.

Trusted Advisory

Your dedicated Relationship Manager is backed by a team of specialists (Investment, Insurance, Treasury, Mortgage) to provide you with insights, analysis and investment strategies.

You can even schedule a video- conference session with your Relationship Manager and Investment Specialist for a remote portfolio review via Citi Live Chat. They will share market information with you via your screen-sharing function, helping to build your wealth portfolio without meeting in person.

Globality and the Next Generation

With our Global View of Accounts, you can access and manage your local and overseas Citibank accounts simply and securely with a single view.

Citi NextGen Account is tailored for teens aged 11-17 to get an early head-start on independent financial management, and you can supervise their progress easily through the Parental Protection function at Citi Mobile^® App to set daily limits for your teens’ debit card purchases or withdrawals.

Advisory Tool

Exclusive to Citigold Private Client, Portfolio 360° Review is our unique wealth management tool. It not only examines how well your portfolio performs under different risk scenarios, but also identifies potential opportunities that fit your needs. Through a better understanding of your portfolio, your Portfolio Counselor provides you with constructive advice derived from our global and institutional research and insights.

The Total Wealth Advisor is our latest goal-based, financial advisory tool which provides a real-time picture of your financial situation and global investments, and analyses how your portfolio value changes over time and the likelihood of achieving your life goals.

Product Solution

We offer private-bank-level product solutions, private equity investment, hedge funds and high-yield bonds, and this combination gives you more private banking investment opportunities.

Also, Citigold Private Client has exclusive access to global investment insights written by the Chief Investment Officer from Citi Private Bank to keep you up to date with the latest market trends.

Referral Program

Sharing can bring you happiness, along with exciting rewards. Successfully refer your friends and relatives to open designated accounts and earn fabulous cash rewards.

Citigold Private Client^®

Up to HK$28,000
Cash Rebate for each referral

Citigold^®

Up to HK$7,000
Cash Rebate for each referral

FX Offer

Foreign Exchange Offer

Enjoy 0% spread for every successful FX transactions via Citi Mobile^® App or Citibank Online within the first 6 calendar months from account opening^*

^*The exchange rate/pricing indicated in the Citi Mobile^® App or Citibank Online for any particular currency pair generally includes all-inclusive profit margin/ spread of Citibank (Hong Kong) Limited (The “Bank”) for the Eligible Transactions. The spread will be charged upfront and subsequently rebated to customer's debit account within 3 months after the Eligible Offer Period. FX trading involves risks and rates may go up or down. Terms and Conditions apply.