Saturday, October 4, 2014



Here is a revised list of bank perks that you may be eligible for after our Currency Exchange depending on the size of your deposits.......some of them you may not even care about, and some may be fabulous!!

Bank Perks

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 overnight high yield interest rate account that will yield a minimum of 1% per month.    
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.      No ATM fees ever for “in network” or “out of network”

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

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

11.  Provide Senior Wealth Managers/Investment Bankers for selection

12.  Tax/Business/Estate Attorney & CPA

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

14.  Free Due Diligence Services provided for outside investment opportunities

15.  100% funding availability

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

17.  Provide all types of Loans, Leases & Line of credit with no application fees.

18.  Line of Credit available

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

20.  Provide Private Placement Annuities & Private Placement Life Insurance for each group member

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

22.  Bank Trading Platforms & Repurchase Agreement Sweep Accounts

23.  Short Term/High Yield Interest Rates

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

25.  Access to information on great investment opportunities

26.  Pre-IPO deals

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

28.  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

29.  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

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

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

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

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

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

35.  Prime seats at charity events

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

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

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

39.  ClubCorp Private Membership based on AUM

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

41.  Concierge Services 24/7 based on AUM

42.  Provide a free 10” Tablet or 13” Notebook based on AUM

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

44.  Free Family Financial Education provided for group family members

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

AUM - Assets Under Management

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