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    Bank Perks

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    Carol
    Admin
    Admin

    Posts : 22561
    Join date : 2010-04-07
    Location : Hawaii

    Bank Perks

    Post  Carol on Sat Apr 26, 2014 6:09 pm

    Bank Perks
    Bank Perks is something that is available to big depositers
    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

    Global Leader Risk Mitigation & Response

    www.Kroll.com

    Luxury Destination Clubs

    www.Inspirato.com            

    www.ExclusiveResorts.com

    Private Business Club

    www.ClubCorp.com


    _________________
    What is life?
    It is the flash of a firefly in the night, the breath of a buffalo in the wintertime. It is the little shadow which runs across the grass and loses itself in the sunset.

    With deepest respect ~ Aloha & Mahalo, Carol

      Current date/time is Tue Jan 23, 2018 12:01 pm