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CGMI and CPA Regulation Best Interest Information

We are required to deliver two important disclosure documents about our business and relationship with you: 

  • Form CRS is a brief summary of the brokerage and investment advisory services we offer.
  • Regulation Best Interest Disclosure Statement is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review the Form CRS and Regulation Best Interest Disclosure Statement which you can view and print by clicking on the links below. If you prefer paper copies, please contact your Private Banker or call us at (210) 677-3781 or (800) 870-1073 (toll-free in the U.S).

Form CRS

Citigroup Global Markets Inc., CGMI

CGMI CRS

Citi Private Alternatives, LLC, CPA

CPA CRS

Citi Global Alternatives LLC, CGA

CGA CRS

Regulation Best Interest Disclosure Statement

Citi Private Bank:

CGMI and CPA

Important information about our relationship with you 

If you opened a CGMI account prior to March 31, 2020, you were sent this important notice in your March Statement. The notice includes amendments to your client agreement regarding our electronic delivery to you of certain disclosure documents and other important information about your account. Please note that the U.S. Postal Service recently announced COVID-19 related service disruptions for certain international mail originating from the United States. Accordingly, if your mailing address is currently outside the United States, you may have experienced delays with receiving this notice.

Citi Private Bank is dedicated to helping dynamic individuals and their families preserve and grow their wealth. Our clients include some of the world’s leading entrepreneurs, executives, investors and their family offices. We provide customized private banking that crosses borders, including some sophisticated services usually reserved for major global institutions.

INVESTMENT PRODUCTS: NOT FDIC INSURED · NOT CDIC INSURED · NOT GOVERNMENT INSURED · NO BANK GUARANTEE · MAY LOSE VALUE.

Citi Private Bank is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. "CGMI"), member FINRA and SIPC, and Citi Private Alternatives, LLC ("CPA"), member of FINRA and SIPC and Citi Global Alternatives, LLC (“CGA”). CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. CGMI, CPA, CGA and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, CGA, Citibank, N.A. and other affiliated advisory businesses. Neither Citigroup nor any of its affiliates provides tax or legal advice.

Notice at Collection | Do Not Sell or Share My Personal Information | Tax Compliance & Regulatory Info | CGMI Financial statement | PSD2 API | MAS Electronic Payments Guidelines | Accessibility | Important disclosure | Terms & Conditions | The Sustainable Finance Disclosure Regulation | APAC Banking Service Charges and Call Deposit Rate | Citibank, N.A. Hong Kong / Singapore Branch Environmental Risk Management Disclosure for Discretionary Asset Management

To learn about CGMI and Citi Private Alternatives and Citi Global Alternatives investment business, as well as our relationship with you, please review our Form Client Relationship Summary.

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