PORTFOLIO REVIEW

Portfolio Review

Portfolio Performance Evaluation for Citigold Private Client Customers

As a privilege reserved only for our valued Citigold Private Client, you have exclusive access to our Portfolio Counselor Team who can take an independent view of your portfolio1 to conduct a portfolio review. As part your investment portfolio management, our Team will discuss your portfolio performance with you and recommend possible changes to improve risk and return in line with your portfolio strategy.

*Mandatory Field

  • * Full Name
  • Citibank Account no.
  • * Tel no.
  • * Email Address
YES, PLEASE CONTACT ME FOR A PORTFOLIO REVIEW

By providing your personal data, you consent to Citibank International Personal Bank Singapore contacting you to provide you with more information on establishing a banking relationship with Citibank or products and services of Citibank including via the telephone.

Here are some insights on what a discussion with a Portfolio Counselor entails:

What is the role of the Portfolio Counselor?

The Portfolio Counselor complements your Relationship Manager by providing objective review sessions on investments, insurance and estate planning needs, as they are:

  • Highly qualified with post-graduate education and years of financial market experience
  • Able to speak different languages
  • Close to the financial market to deliver timely information
What is discussed during a Portfolio Review session?

Three pillars of wealth are covered during the session:

The Portfolio Counselor will share knowledge of the financial market changes and explain how this could impact your portfolio and discuss asset allocation strategies.

What to expect after the Portfolio Review?

Your instructions will be noted and further information will be provided, if required, for you to make the best decision. A Portfolio Review is a financial health check, which can be periodically conducted at your request every six months thereafter.

  • Introducing Citigold Private Client

Disclaimers:

1
The Portfolio Review is a service provided by Citibank Singapore Limited. It is a utility for facilitating discussion on your investment portfolio and it is neither an offer nor solicitation to purchase or sell any security, other investment or service or to attract any funds or deposits. Your individual investment holding(s) will not be actively monitored by Citibank Singapore Limited and Citibank Singapore Limited does not undertake to, and is not obliged to, undertake a review, manage or monitor your investment holding(s) or to track your investment holding(s). You should consult with your legal, regulatory, tax, financial and/or accounting advisors to the extent you consider it necessary when making your investment decision.
In no event will Citibank, Citigroup Inc., or its affiliates or subsidiaries (collectively, "Citigroup"), be liable for any damages, including without limitation direct or indirect, special, incidental, or consequential damages, losses or expenses arising in connection with the discussion or any third party information or material provided or use thereof or inability to use by any party, or in connection with any failure or performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure, even if Citigroup, or representatives thereof, are advised of the possibility of such damages, losses or expenses.
This document does not constitute the distribution of any information or the making of any offer or solicitation by anyone in any jurisdiction in which such distribution or offer is not authorized or to any person to whom it is unlawful to distribute such a document or make such an offer or solicitation.
Investments are not bank deposits or obligations of or guaranteed by Citibank Singapore Limited, Citigroup, Inc. or any of its affiliates or subsidiaries, and are subject to investment risks (e.g. credit, price, liquidity, sovereign, etc), including the possible loss of the principal amount invested. Past performances are not indicative of future performance.
All products and services offered are subject to Terms and Conditions and you must agree to be bound by them before we can offer any product or service to you. Some products and services may not be available in certain jurisdictions. Investment products are not available to U.S. Persons.