There's more to wealth
Simply upgrade and maintain minimum Average Daily Account Balance to get up to HK$10,200 rewards
|Basic Upgrade||Cash Rebate (HK$)|
|With account balance of HK$ 8,000,000 or above||HK$2,000|
|Upgrade with New Funds||Cash Rebate (HK$)|
|>= HK$ 1,000,000||HK$3,000|
|>= HK$ 2,000,000||HK$5,000|
|>= HK$ 3,000,000||HK$7,200|
For the definition of New funds, please click here to learn more.
|Requirement||Cash Rebate (HK$)|
|Received upgrade offer above +
complete Portfolio 360 review trial
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
Led by your dedicated Senior Banker, your multidisciplinary team is skilled in growing your wealth, and prepared to safeguard your assets at all times.
Build your unique investment strategy with our diverse range of growth and protection solutions.
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