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Don't Forget to Ask the Bank for These!

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Don't Forget to Ask the Bank for These! Empty Don't Forget to Ask the Bank for These!

Post by Ssmith on Mon Oct 05, 2015 9:09 am

TNT hopes everyone finds this useful when they go to the bank today.

 LIST OF BANK PERKS (Not all may be available to everyone…may depend on Different Financial Institutions and amount of deposit)

No fees ever for foreign currency exchanges

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.    
 
Family Office Services

Perks can be based on AUM (Assets Under Management) in a tier grid

Discounts on AUM fees

No fees ever - no fee to deposit/wire transfer money

No Broker fees ever

Free Safe Deposit Box, Certified Checks, Notarized, Courier Services

Provide Excess Deposit Insurance (i.e. Lloyds of London and/or Travelers)
 
Provide Senior Wealth Managers/Investment Bankers for selection

Tax/Business/Estate Attorney & CPA

Private transactions representation –assistance in buying a house/car/anything

Free Due Diligence Services provided for outside investment opportunities

100% funding availability

Unlimited Platinum or Black Visa Signature Debit & Credit Card with no ATM fees

Line of Credit available

Group Health Insurance - to cover the signers and families of depositors

Guarantee 12-15% interest per year on deposits

Bank Trading Platforms & Repurchase Agreement Sweep Accounts

Short Term/High Yield Interest Rates

Assist in opening an offshore bank account with affiliate bank for foreign investments

Access to information on great investment opportunities

Pre-IPO deals
 
Provide free Executive Privacy Plus subscription with Reputation.com

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

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

Limousine & VIP transportation based on AUM in a tier grid

Private Jet Travel (5-25 flight hrs. per mo.) based on AUM in a tier grid on flight hours per month

First Class seats/commercial airlines based on AUM in a tier grid

Private Yacht access/usage (40 hrs. annually) based on  AUM in a tier grid on access/usage hours per year

Donations to our favorite charities (Banks matching a certain percentage)

Prime seats at charity events

Suites at Luxury Hotels & VIP Dinners at Restaurants based on AUM

Membership fee & Annual fees to Inspirato Core resorts & residences

Membership fee & Annual fees to Exclusive Resorts & Residences for 60 days with Priority Holiday Access annually

ClubCorp Private Membership based on AUM

Spa & Massage Club Membership based on AUM in a tier grid

Concierge Services 24/7 based on AUM

Provide a free Vertu Ti cell phone & concierge subscription service for members with $1 million and over AUM

Provide a free Nexus 10.2 Tablet 32GB members with $1 million and over AUM
 
Free Family Financial Education provided for group family members

Provide any and all other perks that was not mentioned

AUM - Assets Under Management
Ssmith
Ssmith
GURU HUNTER
GURU HUNTER

Posts : 20038
Join date : 2012-04-10

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