LIST OF POSSIBLE BANK PERKS
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10/4/2014
(Note: This may be a good list to copy and take with you to your exchange apt.)
LIST OF POSSIBLE BANK PERKS Here is a revised list of bank perks that you may be eligible for after our Currency Exchange depending on the size of your deposits…….some of them you may not even care about, and some may be fabulous!! 1. No fees ever for foreign currency exchanges 2. Provide a Private Banker/Wealth Manager at the time of exchange to initially park the funds in an overnight high yield interest rate account that will yield a minimum of 1% per month. 3. Family Office Services
4. Perks can be based on AUM (Assets Under Management) in a tier grid 5. Discounts on AUM fees
6. No fees ever – no fee to deposit/wire transfer money 7. No Broker fees ever 8. No ATM fees ever for “in network” or “out of network” 9. Free Safe Deposit Box, Certified Checks, Notarized, Courier Services 10. Provide Excess Deposit Insurance (i.e. Lloyds of London and/or Travelers)
11. Provide Senior Wealth Managers/Investment Bankers for selection 12. Tax/Business/Estate Attorney & CPA 13. Private transactions representation –assistance in buying a house/car/anything 14. Free Due Diligence Services provided for outside investment opportunities 15. 100% funding availability 16. Unlimited Platinum or Black Visa Signature Debit & Credit Card with no ATM fees 17. Provide all types of Loans, Leases & Line of credit with no application fees. 18. Line of Credit available 19. Group Health Insurance – to cover the signers and families of depositors 20. Provide Private Placement Annuities & Private Placement Life Insurance for each group member 21. Guarantee 12-15% interest per year on deposits 22. Bank Trading Platforms & Repurchase Agreement Sweep Accounts 23. Short Term/High Yield Interest Rates 24. Assist in opening an offshore bank account with affiliate bank for foreign investments 25. Access to information on great investment opportunities 26. Pre-IPO deals 27. Provide free Executive Privacy Plus subscription with Reputation.com 28. Sports tickets in suites and on the floor (Football, Basketball, Baseball, Boxing, Tennis, Golf, NASCAR & etc.) Also, special events like the Super Bowl, NBA Finals, College Bowls, NCAA Final Four, World Series & the Olympics. Based on AUM in a tier grid 29. Entertainment & Concert tickets in suites and on the floor (Music Concerts, Entertainment Awards Shows, Premier Movie Screenings, TV Show tickets & etc.) Based on AUM in a tier grid 30. Limousine & VIP transportation based on AUM in a tier grid 31. Private Jet Travel (5-25 flight hrs. per mo.) based on AUM in a tier grid on flight hours per month 32. First Class seats/commercial airlines based on AUM in a tier grid 33. Private Yacht access/usage (40 hrs. annually) based on AUM in a tier grid on access/usage hours per year 34. Donations to our favorite charities (Banks matching a certain percentage) 35. Prime seats at charity events 36. Suites at Luxury Hotels & VIP Dinners at Restaurants based on AUM 37. Membership fee & Annual fees to Inspirato Core resorts & residences 38. Membership fee & Annual fees to Exclusive Resorts & Residences for 60 days with Priority Holiday Access annually 39. ClubCorp Private Membership based on AUM 40. Spa & Massage Club Membership based on AUM in a tier grid 41. Concierge Services 24/7 based on AUM 42. Provide a free 10” Tablet or 13” Notebook based on AUM 43. Provide a free Vertu Ti cell phone & concierge subscription service for members with $1 million and over AUM 44. Free Family Financial Education provided for group family members 45. Provide any and all other perks that was not mentioned AUM – Assets Under Management |
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