Updated List of Bank Perks
TNT:
LC: Updated 7-7-19 List of Bank Perks
DISCLAIMER: Some of these bank perks will be based on the amount you are depositing or the quantity of currency you or your family group have to exchange. I hope this info will be helpful to everyone to negotiate during your bank appointment.
Bank Perks
1. No exchange or spread fees ever for foreign currency exchanges
2. Stability rates for customers holding large amounts of currency (new)
3. Bank Tier 2 long term contracts for qualified depositors (new)
4. IMF humanitarian projects (new)
5. 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.
6. Family Office Services
7. Perks can be based on AUM (Assets Under Management) in a tier grid
8. Discounts on AUM fees
9. No fees ever - no fee to deposit/wire transfer money
10. No Broker fees ever
11. Free Safe Deposit Box, Certified Checks, Notarized, Courier Services
12. Provide Excess Deposit Insurance (i.e. Lloyds of London and/or Travelers)
13. Provide Senior Wealth Managers/Investment Bankers for selection
14. Tax/Business/Estate Attorney & CPA
15. Private transactions representation –assistance in buying a house/car/anything
16. Free Due Diligence Services provided for outside investment opportunities
17. 100% funding availability
18. Unlimited Platinum or Black Visa Signature Debit & Credit Card with no ATM fees
19. Line of Credit available
20. Group Health Insurance - to cover the signers and families of depositors
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 Vertu Ti cell phone & concierge subscription service for members with $1 million and over AUM
43. Free Family Financial Education provided for group family members
44. Provide any and all other perks that was not mentioned
AUM - Assets Under Management
Global Leader Risk Mitigation & Response
www.Kroll.com
Luxury Destination Clubs
www.Inspirato.com
www.ExclusiveResorts.com
www.Marriott.com/loyalty.mi (new)
Private Business Club
www.ClubCorp.com