There's more to wealth
Simply upgrade and maintain minimum Average Daily Account Balance to get up to HK$9,000 rewards
|Basic Upgrade||Cash Rebate (HK$)|
|With account balance of HK$ 8,000,000 or above||HK$2,000|
|Upgrade with New Funds*||Cash Rebate (HK$)|
|>= HK$ 1,500,000
with account balance of HK$9,000,000 or above
|>= HK$ 2,000,000
with account balance of HK$10,000,000 or above
|>= HK$ 3,000,000
with account balance of HK$12,000,000 or above
*Upgrade with New Funds offers have already included the Basic Upgrade HK$2,000 cash rebate.
For the definition of New funds, please click here to learn more.
|Requirement||Cash Rebate (HK$)|
|Received upgrade offer above +
complete Portfolio 360 review trial
*Only applicable to selected clients who receive invitation by the Bank. 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.
Contact us to arrange an upgrade and/or make appointment for Portfolio 360 review trial^
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^
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
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