Wealth Program

Description

The CTBC Bank Wealth Program is designed to offer identified existing and new-to-bank individual accountholders the opportunity to enjoy premium banking services, along with exclusive privileges and benefits based on their total banking relationship.

Features

The Wealth Program offers two (2) membership categories: Wealth and Premiere Gold Class. Identified individual accountholders are automatically qualified for the membership and can immediately start enjoying the benefits tailored to their needs upon accomplishing the Program’s Terms and Conditions.

  • Exclusive access to CTBC Bank’s VIP room
  • Assigned seasoned and dedicated Sales Officer
  • Preferential product rates on:
    • Foreign Exchange
    • Trust Placement/s
    • Consumer Loan products (Personal Loan, Housing Loan, and SME Business Loan)
  • 1 year Personal Accident Plan worth PhP100,000 from Sun Life Grepa Financial, Inc.
  • 90-day Accident Insurance worth PhP200,000 from Malayan Insurance Co., Inc.
  • Access to timely market insights
  • Free Checkbook and Manager’s Check (one per year, upon request).
  • Quick account access and monitoring via CTBC Bank’s Retail NetBanking
  • Invitations to exclusive events and seminars
  • Exclusive access to CTBC Bank’s VIP room
  • Assigned seasoned and dedicated Sales Officer
  • Preferential product rates on:
    • Foreign Exchange
    • Trust Placement/s
    • Consumer Loan products (Personal Loan, Housing Loan, and SME Business Loan)
  • Increased daily card limit of PhP100,000
  • 1 year Personal Accident Plan worth PhP100,000 from Sun Life Grepa Financial, Inc.
  • 90-day Accident Insurance worth PhP200,000 from Malayan Insurance Co., Inc.
  • Access to timely market insights
  • Free Checkbook and Manager’s Check (one per year, upon request)
  • Quick account access and monitoring via CTBC Bank’s Retail NetBanking
  • Concierge Service via CTBC Bank – Aspire Lifestyle Concierge
  • Preferential discounts on travel, dining, shopping, and wellness
  • By-invitation access to special events

Requirements

  • New-to-bank clients: Must open a Savings or Checking account with an initial deposit of PhP500,000.
  • Existing bank clients: Must hold a Savings, Checking, or Time Deposit account and maintain an Average Daily Balance (ADB) of PhP500,000
  • New-to-bank clients: Must open a Savings or Checking account with an initial deposit of PhP1,500,000.
  • Existing bank clients: Must hold a Savings, Checking, or Time Deposit account and maintain an Average Daily Balance (ADB) of PhP1,500,000
  • Loan borrowers with a minimum loan amount of PhP400,000 and are classified under Tier 1 or Tier 1+