Citi Private Bank: Services for Financial Advisors



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

Preferred Custody Services offers the following comprehensive services to investment advisors and family offices:

The personal, confidential service of a dedicated Custody Officer familiar with each client's overall relationship,
An easy to understand, consolidated monthly account statement that summarizes each client's investment positions and monthly transactions,
Access to Citi's extensive worldwide trading capabilities for equities, tax-exempt bonds, international and corporate bonds, derivatives, and restricted securities,
Same day clearance and credit for check deposits,
Ability to wire transfer funds until 3:30 PM Eastern Time,
Optional year-end tax package,
All interest, dividends, and proceeds from maturities swept on payable date into a variety of cash management vehicles,
Mutual fund investment opportunities through the CitiFunds family of mutual funds,*
Advance notice of bond calls, stock splits, and other significant corporate actions,
Special handling and coordination of gift transactions,
Advices for all transactions as they occur,
Automatic monthly income remittance,
Credit line secured by Custody assets for qualified borrowers,
Specially tailored fee schedules for major client relationships.

In addition, Preferred Custody Services clients can benefit from Citi's wide range of private banking services.




	"Citi Private Bank" is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates. Not all products and services are provided by all affiliates or are available at all locations. All credit products are subject to credit approval. In the U.S., brokerage services may be provided by Citigroup Global Markets Inc. ("CGMI"), member SIPC and affiliates of Citibank, N.A. Outside the U.S., brokerage services may be provided by other Citigroup affiliates. Investment management services (including portfolio management) are available through CGMI, Citibank, N.A. and other affiliated advisory businesses.

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