Possible Bank Perks to ask for at your Exchange Appointment

by **Ssmith** Mon Jul 18, 2016 4:17 pm

Possible Bank Perks to ask for at your Exchange Appointment

Note: Use what fits your personal taste and circumstances and leave the rest......

AUM - Assets Under Management

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 non-interest-bearing account overnight and sweep those funds into other non-interest bearing accounts within your bank the following day; until I meet with bank advisers and other financial professionals and make some general guidelines for the management of these funds and the distribution of a portion of these funds through your bank, trust, and LLCs.

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

9.Provide Excess Deposit Insurance (i.e. Lloyds of London and/or Travelers) or Abbott Downing

10.Provide Senior Wealth Managers/Investment Bankers for selection

11.Tax/Business/Estate Attorney & CPA

12. Private transactions representation –assistance in buying a house/car/anything ( my trustee will purchase through my bank) 13.

Free Due Diligence Services provided for outside investment opportunities(research on any person or service) they will get it

14.100% funding availability (immediate Funds) before we leave

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

16. Line of Credit available

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

18. Guarantee 12-15% interest per year on deposits

19. Bank Trading Platforms & Repurchase Agreement Sweep Accounts

20. Short Term/High Yield Interest Rates

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

22. Access to information on great investment opportunities

23. Pre-IPO deals

24. Provide free Executive Privacy Plus subscription with Reputation.com

25. 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

26. 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

27. Limousine & VIP transportation based on AUM in a tier grid

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

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

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

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

32. Prime seats at charity events

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

34. Membership fee & Annual fees to Inspirato Core resorts & residences

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

36. ClubCorp Private Membership based on AUM

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

38. Concierge Services 24/7 based on AUM

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

40. Free Family Financial Education provided for group family members

41. Provide any and all other perks that was not mentioned

by Troyboy Mon Jul 18, 2016 6:01 pm

Sure ok. Let's get an Rv before worrying about this stuff.

by **Kevind53** Mon Jul 18, 2016 10:47 pm

18. Guarantee 12-15% interest per year on deposits

Really? The company I work for has billions under management, and we don't get anywhere near that sort of interest. No one does, if you get even close to 2% take it an run. The days of 10-12% interest are long gone.

23. Pre-IPO deals

Here's what FINRA the regulatory body of the financial industry thinks about these: Pre-IPO

FINRA wrote:Speculation Always Risky, Can Be Illegal

In general, offerings of securities must either be registered with the SEC or meet an exemption under the federal securities laws—otherwise the offering is not legal. "Pre-IPO" speculation involves buying unregistered shares in a private company before the initial public offering of securities—and it can range from risky deals to outright frauds.

You can read the whole, rather excellent article here: http://www.finra.org/investors/alerts/pre-ipo-offerings-scammers-not-your-friends

If something like an RV ever happens, and that is a very big IF, count yourself lucky, invest your money carefully, and spend it wisely. Forget the rest of that BS.

Possible Bank Perks to ask for at your Exchange Appointment

Possible Bank Perks to ask for at your Exchange Appointment

Re: Possible Bank Perks to ask for at your Exchange Appointment

Re: Possible Bank Perks to ask for at your Exchange Appointment