Upgrade to Citigold Private Client
There's more to wealth
Simply upgrade and maintain minimum Average Daily Account Balance to get up to HK$10,200 rewards
Your upgrade offer
| Basic Upgrade | Cash Rebate (HK$) |
|---|---|
| With account balance of HK$ 8,000,000 or above | HK$2,000 |
| Upgrade with New Funds | Cash Rebate (HK$) |
| >= HK$ 1,000,000 | HK$3,000 |
| >= HK$ 2,000,000 | HK$5,000 |
| >= HK$ 3,000,000 | HK$7,200 |
For the definition of New funds, please click here to learn more.
Portfolio 360 trial offer
| Requirement | Cash Rebate (HK$) |
|---|---|
| Received upgrade offer above + complete Portfolio 360 review trial |
$1,000 |
Prior reservation is required for portfolio review, the Bank does not accept walk-in appointment. Eligible clients shall submit the appointment form by clicking “Upgrade Now” to enjoy portfolio review once at Citigold Private Client Center.
How to get your reward?
1
Contact us to arrange an upgrade and/or make appointment for Portfolio 360 review trial^
2
Upgrade to Citigold Private Client with bringing in new funds to earn up to HK$9,000 rewards upon upgrade* and completion of Portfolio 360 review^
3
Your upgrade offer and/or portfolio 360 trial offer^ will be credited into your bank account upon fulfilling the daily average balance requirement one month after your upgrade and / or Portfolio 360 review completion
*upgrade month and the following 5 months inclusive
^Portfolio 360 review trial is applicable for selected client only
YOUR BENEFITS
What it means to be a Citigold Private Client
Exclusive Trusted Advice
Led by your dedicated Senior Banker, your multidisciplinary team is skilled in growing your wealth, and prepared to safeguard your assets at all times.
Exclusive Product Solutions
Build your unique investment strategy with our diverse range of growth and protection solutions.
Exclusive Research Powerhouse
With research analysts across the globe, we provide institutional-grade wealth management advice on the latest market trends and opportunities to help you make informed decisions.
Exclusive Privileges & Services
Enjoy a bespoke banking experience with everyday convenience.
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