•  Preferred Custody Services •  Key Features •  Special Services for Investment Advisors and Family Offices •  Who to Contact in the United States

By consolidating an entire Custody relationship with Citi's Preferred Custody Services, investment advisors and family offices benefit from the following:

SIMPLIFIED ACCOUNT OPENING PROCESS

All account materials and documentation are available in interactive electronic CD ROM format. Clients who need to continually establish new accounts are able to do so easily and efficiently.

ONLINE ACCESS TO ACCOUNT INFORMATION

Online access to account information, security positions, cash balances and transaction history is available to custody clients through Citi Private Bank. Investment advisors and family offices can save considerable time and improve recordkeeping through various data downloads and customized reports.

CUSTOMIZED MARKETING MATERIALS

For each new relationship, Citi will prepare a supply of customized marketing materials which explain the features and benefits of Preferred Custody Services.

ONE POINT OF CONTACT

Each client relationship is assigned to a dedicated Custody officer. We work behind the scenes and closely with clients to ensure a smooth and efficient operation.

AUTOMATED LINKS

Investment advisors and family offices are able to take advantage of Citi's partnership with various portfolio management software / reconciliation services. These links, coupled with CitiAccess, provide our clients with a wealth of information and save considerable time when preparing monthly or quarterly reports.

EXTENSIVE PRODUCTS AND SERVICES

Clients of Citi Private Bank have access to an extensive array of financial products and services. These value-added services include comprehensive banking and credit products, credit cards, real estate finance, and risk management products for qualified borrowers. Clients also benefit from mortgages and home equity loans at preferred rates.