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| | | Home>Banking & Investment>Citigold Wealth Management Banking>Wealth Review | |  |  | | Reviewing your portfolio with Citigold Wealth Review | | | With the constant change in market and economic conditions, a review of your portfolio is needed from time to time. Your relationship team is available to help you review your current portfolio and provide recommendations needed as necessary. | | |  | | Using Citigold Wealth Planner, the recommended portfolio allocation for Mr. Hendrik Sulaiman in order to have enough funds to send his children for university abroad were as follows: | |  | | | However with the change in market condition or a change in goals and needs, the recommended portfolio may change from time to time. As the income of Mr. Hendrik increases and market condition are getting better, the recommended portfolio allocation may change as follows: | |  | | | Please contact your Citigold Executive to learn more about Citigold Wealth Planner. | | | | | | Disclaimer: | | | Dual Currency Deposit is a not a traditional deposit and is not insured by the Indonesian Central Bank (BI), the Indonesia Deposit Insurance Corporation (LPS) or any governmental agency. Foreign currency investments are subject to rate fluctuations which may provide both opportunities and risks. You may experience a loss when you convert foreign currency back to your home currency. For Dual Currency Deposit, the potential loss may be substantial. You should therefore determine whether any foreign currency investment is suitable for you in the light of your investment objectives, your financial means and your risk profile. You are not allowed to make partial or full redemption prior to maturity. | | | These Bonds are obligations only of the issuer. They are not bank deposit or obligations of or guaranteed by Citibank, N.A., Citigroup. Inc. or any of its affiliates or subsidiaries and are subject to investment risks, including the possible loss of the principal amount invested. Investors investing in Bonds denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal.This document does not constitute the distribution of any information or the making of any offer or solicitation by anyone in any jurisdiction in which such distribution or offer is not authorized or to any person to whom it is unlawful to distribute such a document or make such an offer or solicitation. These bonds are not available to US persons. | | | INVESTMENT IN THE FORM OF MUTUAL FUND CONTAINS RISK. A PROSPECTIVE INVESTOR MUST READ AND UNDERSTAND THE PROSPECTUS PRIOR TO DECIDING TO INVEST IN A MUTUAL FUND. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. Investment in the form of Mutual Fund is NOT a Bank Deposit; NOT obligation of; and NOT guaranteed by Citibank, N.A., Citigroup (including its subsidiaries, associates or affiliates); NOT part of third party deposit which is subject to certain terms and is NOT included as object of government guaranteed program. Investment in the form of Mutual Fund is subject to investment risk including possible loss of principal amount invested. Past Performance is not indicative of future results, investment value can go up or down as a result of Net Asset Value (NAV) fluctuation in accordance to market condition and quality of the respective Mutual Fund portfolio. Investors investing in funds denominated in non-local currency should fully aware of the risk of exchange rate fluctuations that may cause a loss of principal. This document does not constitute the dissemination of information, an offer to sell, or a solicitation of an offer to buy Participation Unit in any jurisdiction where, or to any person to whom, it is unlawful to make any such offer or solicitation. Mutual Fund is not offered to US citizen or residence. Investor must obtain and read the relevant Prospectus prior to deciding to invest in Mutual Fund. | | | | | | | | |
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