CREATE WEALTH

Packages designed for every wealth journey

We know that no two journeys to wealth are the same. And you're already speeding towards yours. That's why we have a series of personal financial planning packages that include investment products designed to fit where you're headed, not try to make your plans fit them.

WEALTH PACKAGES

What's your priority?

We understand your need for simplicity and created a banking service that is purposed for exactly that, so we can be with you every step of the way to your goals.

I want to achieve financial freedom I want to achieve financial freedom

I want to achieve financial freedom

I want my children to have the best education I want my children to have the best education

I want my children to have the best education

I want to create the perfect home for my family I want to create the perfect home for my family

I want to create the perfect home for my family

I want my family to know they will be protected no matter what I want my family to know they will be protected no matter what

I want my family to know they will be protected no matter what

YOUR PRIORITY PACKAGE

The Financial Freedom Package

The Financial Freedom Package The Financial Freedom Package

Mutual Fund Regular
Savings Plan

A fixed monthly amount to buy funds under various market conditions, and enjoy the advantages of "Dollar Cost Averaging"

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Security Trading

Comprehensive online and mobile platforms for securities trading and enjoy as low as 0.2% brokerage fee to trade HK stocks, plus a brokerage fee waiver for buying HK securities by depositing continuous payroll.

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Foreign Exchange Order
Watching Services

Automatically buy or sell a designated currency when your pre-set criteria is reached.

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YOUR PRIORITY PACKAGE

The Educational Opportunities Package

The Educational Opportunities Package The Educational Opportunities Package

Education Funds

For insurance plans with a savings element designed with education in mind, you can choose to obtain guaranteed cash every year within the designated period.

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Mutual Fund Regular Savings Plan

A fixed monthly amount to buy funds in a currency of your choice to prepare for tuition fees.

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YOUR PRIORITY PACKAGE

The Home Package

The Home Package The Home Package

HIBOR Deposit-Linked Mortgage

Offering the same interest rate as the mortgage rate for your deposit account linked to the mortgage plan.

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Home Insurance

Provides comprehensive home content and personal belongings protection.

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YOUR PRIORITY PACKAGE

The Protection Package

The Protection Package The Protection Package

Retirement and Medical Protection

Various insurance plans to meet your retirement and medical protection needs for your peace of mind.

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This website is for information only and is not intended to constitute any offer or solicitation to buy or sell. Investments should not be treated as a substitute for time deposits. Investors should refer to the relevant fund offering documents for detailed information prior to subscription. Investments are not bank deposits and involve risks, including the possible loss of the principal amount invested. Investors investing in funds denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Unit prices may go down as well as up. Past performance is not indicative of future performance. Unless specified, these investments are not obligations of, guaranteed or insured by Citibank (Hong Kong) Limited, Citibank N.A., Citigroup Inc. or any of its affiliates or subsidiaries, or by any local government or insurance agency. Investment products are not eligible for U.S. persons and might only be applicable to limited jurisdiction. Potential investors should consider if an investment is suitable for them in the light of their own financial position, investment objectives and risk profile.

The risk of loss in foreign exchange trading can be substantial. Foreign currency trading is subject to rate fluctuations which may provide both opportunities and risks. Foreign exchange trading involves risk, including the possible loss of the principal amount invested. Placing contingent orders, such as "stop loss" or "stop limit" orders, will not necessarily limit losses to the intended amounts. Market conditions may make it impossible to execute such orders. Investors may experience a loss when they convert foreign currency back to their home currency. Foreign currency trading involves risk, including the possible loss of the principal amount invested. Investors should therefore carefully consider whether such trading is suitable in the light of their own financial position, investment objectives and risk profile. Exchange Controls imposed by the relevant authorities may also adversely affect the applicable exchange rate.

Citibank's role is limited to introducing the insurance product only and Citibank (Hong Kong) Limited and/or Citibank N.A. shall not be responsible for any matters in relation to the products provided. Insurance products are products and obligations of the Insurance Company and not of Citibank (Hong Kong) Limited and/or Citibank N.A.. Insurance products are not bank deposits or obligations of, or guaranteed or insured by Citibank (Hong Kong) Limited, Citibank, N.A., Citigroup Inc. or any of their affiliates or subsidiaries, or any local governmental agency.