Updated List of Bank Perks


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

Luxury Destination Clubs



www.Marriott.com/loyalty.mi (new)

Private Business Club