Personal Profiling for Investment and Foreign Currency Deposits

General Information

Q01:

What has changed regarding personal profiling questionnaire?

Q02:

How does the new personal profiling questionnaire impact customers trading Foreign Currency.

Q03:

How does the new personal profiling questionnaire impact customers trading investment products.

Q04:

Why is it necessary to answer the personal profiling questionnaire?

Q05:

Can I choose not to complete the personal profiling questionnaire?

Q06:

Is the questionnaire required for those who wish to use Foreign Currency for daily use?

Q07:

Why did the risk level rating assigned to Mutual Fund change after I purchased it?

Q08:

Am I required to provide personal information in the questionnaire such as income level?

Condition

Q01:

Are there any charges or fees associated with obtaining customer risk score?

Q02:

How long does it take to complete the questionnaire?

Q03:

Where can I complete the questionnaire?

Q04:

When can I contact Citibank regarding the personal profiling questionnaire?

Q05:

Can I complete the personal questionnaire as many times as I wish?

Citibank Online Related Information

Q01:

On Citibank Online the message, "Your session has been terminated." appeared. What should I do?

Q02:

A message suddenly appeared instructing me to complete the questionnaire. What happened?

Glossary

Q01:

How long is my risk score valid for?

Q02:

What is the customer risk score granted after completing the personal questionnaire?

Q03:

Can I purchase investment products even if I get a low customer risk score?

Q04:

What does the risk level of an investment products or services refer to?

Q05:

Do investment products with low risk level ratings actually carry less risk of falling in value?