Exchange Traded Funds can play a key role in diversifying your investments. At Citigold Wealth Management, we offer a choice of over 800 ETFs, all carefully selected from the world’s leading fund providers.
Our newly-launched ETF advisory service provides the expertise to help you identify which funds match your financial objectives.
ETFs are investment funds designed to track market indices such as the FTSE 100, S&P 500 and others. ETFs are traded on stock exchanges around the world in the same way as stocks. You can trade on your own through Citi Online or use our new ETF advisory service.
For more information on Exchange Traded Funds click here.
Understand your financial objectives and attitude to risk
Shortlist the right funds for you
Choose the funds you want to trade in
Your Relationship Manager will execute the trade
Where we provide you with an Investment advisory service you will pay a advisory fee this service. The advisory fee will be charged in addition to the amount you invest and is charged in addition to the transaction fee
Advisory Fee | |
Citigold Private Client | 1.00%* |
Citigold | 1.50%* |
Other | 2.00%* |
*Percentage is based on the amount of the trade.
For Transaction Fees when trading via telephone, please contact your Relationship Manager. Transaction fee when using Citi Online:
Trading Value (Min. $100 per trade) | Transaction Fee |
Trading value up to US$99,999 | 0.45%* |
Trading value of US$100,000 - US$499,999 | 0.35%* |
Trading value of US$500,000 or more | 0.25%* |
*Percentage is based on the amount of the trade.
By way of an example , if you are a Citigold client and wish to make a trade of £10,000 you will be charged upfront fees of £150 (i.e. 1.5% of £10,000) as an advice fee; if the transaction fee charge rate agreed with your Relationship Manager is 1%, an additional £100 (i.e. 1% of £10,000) transaction fee will be charged. Therefore you will pay £250 as an aggregate upfront Fee, and £10,000 will be the value of the trade.
Brokerage charges and third party fees applicable. These charges will vary based on the nature of the security and the market in which it is traded and settled. Your Relationship Manager will inform you of the charges at the time of trade, or, if trading through Citi Online, these charges will be displayed before confirming your order. Citigold clients choosing to trade through Citi Online will not pay the advisory fee. Fees and taxes levied by the exchange or the relevant regulatory authorities may be passed on to you.
There is also Global Custody fee which applies for all investment products, which is 0.5% of all investments you hold with Citi, charged on monthly basis.
IMPORTANT INFORMATION
Exchange Traded Funds sales are subject to full suitability assessment prior to transacting. Exchange Traded Funds are not suitable for everyone.
Make the most of our wealth management service
Already a client? | Interested in joining us? |