Investment Management Plan

Hit two targets with one solution.

Hit two targets with one solution.

Financial planning shall be considered throughout your life.  Appropriate and suitable wealth management plan may help you realize various finance goals, such as car and housing purchasing, child education and pension and retirement.  Please spend some time and make the decision.

Universal insurance product may provide you with certain investment return (if any), and investment-linked insurance may give you the flexibility to choose investment account by leveraging on the investment management expertise of professional insurance company and gain potential returns through a portfolio of investment instruments.

Contact Us

Understand Your Needs

Join “Investment Management Plan” and enjoy wealth increase (if any) with our devoted services

If you need to:

  • Get potential investment return (if any) and meanwhile enjoy the benefit of life insurance protection
  • Leverage the strength of professional investment experts
  • Enjoy the flexibility to switch among different investment products to get better return (if any).
  • Design your own investment portfolio and reduce the risk by participating in different fund
  • We provide a life insurance protection to help you and your family prepare for the uncertainty
  • Experts are committed to providing investors with the most professional investment services
How to Apply

If you are between 30 and 60 years of age with residence in China and hold a Citibank account, you are eligible to apply:

  • Call your relationship manager for immediate assistance or making a face to face appointment
  • Make anonline appointment
  • Call Citibank 24-Hour Service Hotline 400-821-1880 / 800-830-1880 (for land lines within mainland China). If you are overseas, please call (+86)-(20)-3880-1267.

*Before you sign any investment linked insurance agreement, you need to do the risk profiling to assist you to select a suitable product.

Value Proposition

Investment Management Plan offers you with a privilege platform of value-added service to help you cope with economic changes smoothly.

  • All privileges enjoyed by Citibanking / Citigold customers
  • Seminars given by Citi’s investment experts
  • Market update and outlook

  • Branches and sub-branches of Citibank (China) Co.,Ltd are acting as insurance agents for the insurance company and only distributing insurance products. The insurance products are issued and managed by the insurance company itself only. Citibank (China) Co.,Ltd. (including its branches and sub-branches) is not responsible for any matters relating to investment, fulfillment, risk management, policy acceptance, redemption, cancelation or policy claims, nor shall assume any related liabilities.
  • The insurance company is the insurance underwriter of the insurance products and is solely responsible for all insurance and compensation related matters. For detailed features and terms of the insurance products mentioned in this leaflet, please refer to the insurance policy and insurance contract issued by the insurance company.
  • The insurance company shall be solely responsible for the insurance products. Insurance products are not bank deposits, and none of Citibank (China) Co., Ltd., Citigroup Inc. or any of its affiliates or subsidiaries shall be responsible for, or has provided guarantee for any of the insurance products.
  • The value added services marked with * is solely offered by insurance company or third party, and such insurance company or third party shall be responsible for those services. Also, for detailed services, please refer to the terms then provided by such insurance company or third party when the service is actually offered.
  • If the Chinese version of this brochure is not consistent with the English version, the Chinese version prevails.
  • This Product shall not be provided to a US person for purposes of US federal income tax, or a person acting for, or on behalf of, a US person, or a person with any of the address(es) registered with the Bank being a US address or any other person who fails to meet the Bank’s sales requirement.