been searching the thread.
Wondering does any of the banks include share investment using their platform to qualify as AUM?
Priority Banking, Everything about Priority Banking
Priority Banking, Everything about Priority Banking
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Jun 11 2019, 12:53 PM
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Junior Member
105 posts Joined: Mar 2012 |
been searching the thread.
Wondering does any of the banks include share investment using their platform to qualify as AUM? |
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Jun 11 2019, 11:39 PM
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All Stars
21,457 posts Joined: Jul 2012 |
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Jun 12 2019, 08:14 AM
Show posts by this member only | IPv6 | Post
#1838
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Senior Member
1,205 posts Joined: Feb 2006 From: Kuala Lumpur |
QUOTE(Tellmeyourstory @ Jun 11 2019, 12:53 PM) been searching the thread. Standard Chartered Singapore.. it also allows me to trade with no minimum brokerage fee across all Developed Markets, so I can reinvest small chunks of dividends nicely without worrying about minimum fees.Wondering does any of the banks include share investment using their platform to qualify as AUM? |
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Jun 26 2019, 03:55 PM
Show posts by this member only | IPv6 | Post
#1839
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Junior Member
149 posts Joined: May 2017 |
I am an existing Ambank Priority Banking customer but since last month, I moved most of my funds to another bank and current balance with Ambank is less than 200k. If I were to apply a supplementary PB world master card for my family now, how likely that it will be approved since I should not be a PB customer now by definition?
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Jun 27 2019, 06:44 PM
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Senior Member
2,552 posts Joined: Jan 2008 |
QUOTE(7498 @ Jun 26 2019, 03:55 PM) I am an existing Ambank Priority Banking customer but since last month, I moved most of my funds to another bank and current balance with Ambank is less than 200k. If I were to apply a supplementary PB world master card for my family now, how likely that it will be approved since I should not be a PB customer now by definition? Wouuldn't the bank or RM be the better people to approach? Any reply you get here is hearsay at best. |
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Jun 28 2019, 12:20 AM
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Senior Member
1,516 posts Joined: Oct 2005 |
QUOTE(7498 @ Jun 26 2019, 03:55 PM) I am an existing Ambank Priority Banking customer but since last month, I moved most of my funds to another bank and current balance with Ambank is less than 200k. If I were to apply a supplementary PB world master card for my family now, how likely that it will be approved since I should not be a PB customer now by definition? they will still approve, since it is supplementary card....but the benefits, will no longer hold as PB customer...... as of the lounge access..... |
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Jun 29 2019, 05:01 PM
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124 posts Joined: Oct 2008 |
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Jun 29 2019, 11:35 PM
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2,338 posts Joined: Oct 2014 |
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Jun 29 2019, 11:38 PM
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124 posts Joined: Oct 2008 |
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Jun 30 2019, 12:12 AM
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2,338 posts Joined: Oct 2014 |
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Jul 1 2019, 04:11 PM
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722 posts Joined: Apr 2008 |
I was wondering, those who are priority customer with a bank. May I know what's the benefits do you get? and how's your Relationship manager?
For me, I got Hong Leong, actually nothing terrific. My RM help me to diversify my portfolio and introduce me to a structure product investment, which are ok. Then he keep introducing other investments. He also help me do my FD when FD mature, i don't have to q. When in the branch, some HL branch have priority lane, but still have to q |
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Jul 1 2019, 04:20 PM
Show posts by this member only | IPv6 | Post
#1847
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All Stars
26,532 posts Joined: Jan 2003 |
QUOTE(donhay @ Jul 1 2019, 04:11 PM) I was wondering, those who are priority customer with a bank. May I know what's the benefits do you get? and how's your Relationship manager? Mostly using it to skip queue, esp useful in BR and Ambank, but not so for OCBC because I prefer to go to the normal counters than the PB centers. I am aiming for UOB just for it's parking. So mostly for convenience sake for me.For me, I got Hong Leong, actually nothing terrific. My RM help me to diversify my portfolio and introduce me to a structure product investment, which are ok. Then he keep introducing other investments. He also help me do my FD when FD mature, i don't have to q. When in the branch, some HL branch have priority lane, but still have to q |
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Jul 1 2019, 08:11 PM
Show posts by this member only | IPv6 | Post
#1848
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2,679 posts Joined: Oct 2014 |
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Jul 1 2019, 08:47 PM
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1,205 posts Joined: Feb 2006 From: Kuala Lumpur |
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Jul 1 2019, 10:02 PM
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Junior Member
263 posts Joined: Aug 2017 |
QUOTE(donhay @ Jul 1 2019, 04:11 PM) I was wondering, those who are priority customer with a bank. May I know what's the benefits do you get? and how's your Relationship manager? Better FD rates from the regulars (Not that much either)For me, I got Hong Leong, actually nothing terrific. My RM help me to diversify my portfolio and introduce me to a structure product investment, which are ok. Then he keep introducing other investments. He also help me do my FD when FD mature, i don't have to q. When in the branch, some HL branch have priority lane, but still have to q |
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Jul 2 2019, 12:24 AM
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Senior Member
1,004 posts Joined: Mar 2019 |
QUOTE(donhay @ Jul 1 2019, 04:11 PM) I was wondering, those who are priority customer with a bank. May I know what's the benefits do you get? and how's your Relationship manager? Dont u find HLB punya RM turnover rate very fast? For me, I got Hong Leong, actually nothing terrific. My RM help me to diversify my portfolio and introduce me to a structure product investment, which are ok. Then he keep introducing other investments. He also help me do my FD when FD mature, i don't have to q. When in the branch, some HL branch have priority lane, but still have to q Mine is keep changing.. RM also didnt bother to contact me... |
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Jul 2 2019, 07:31 AM
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All Stars
21,457 posts Joined: Jul 2012 |
QUOTE(donhay @ Jul 1 2019, 04:11 PM) I was wondering, those who are priority customer with a bank. May I know what's the benefits do you get? and how's your Relationship manager? Earning commission and fees.For me, I got Hong Leong, actually nothing terrific. My RM help me to diversify my portfolio and introduce me to a structure product investment, which are ok. Then he keep introducing other investments. He also help me do my FD when FD mature, i don't have to q. When in the branch, some HL branch have priority lane, but still have to q QUOTE(Boomwick @ Jul 2 2019, 12:24 AM) Dont u find HLB punya RM turnover rate very fast? If want better service, join private bank. RM typically only serve a few tens clients instead of a few hundred of privilege/priority.Mine is keep changing.. RM also didnt bother to contact me... |
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Jul 2 2019, 09:44 AM
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Senior Member
2,289 posts Joined: Jan 2003 From: Stairway to Heaven |
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Jul 2 2019, 10:02 AM
Show posts by this member only | IPv6 | Post
#1854
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Junior Member
465 posts Joined: Oct 2011 From: KL |
QUOTE(donhay @ Jul 1 2019, 04:11 PM) I was wondering, those who are priority customer with a bank. May I know what's the benefits do you get? and how's your Relationship manager? i'M priority banking with CIMB and hong leong. For me, I got Hong Leong, actually nothing terrific. My RM help me to diversify my portfolio and introduce me to a structure product investment, which are ok. Then he keep introducing other investments. He also help me do my FD when FD mature, i don't have to q. When in the branch, some HL branch have priority lane, but still have to q For hong leong, i dont see my RM at all. Going to bank branches also no use, for the priority lane in most branches, still have to q, except when i go HQ in damansara. For CIMB, more or less the same. Good thing is FD can get a bit better rates |
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Jul 2 2019, 10:27 AM
Show posts by this member only | IPv6 | Post
#1855
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Senior Member
1,054 posts Joined: Jan 2008 |
Nowadays they seldom host even for free makan & investment talk. Last time got many i accompany my father. Then when i qualify to become PB, no much this perk liao.
Now im Ambank, CIMB & Alliance. Any bank that always got free makan & investment talk? This post has been edited by il0ve51: Jul 2 2019, 10:27 AM |
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