![]() The English version of these Terms & Conditions shall prevail wherever there is a discrepancy between the English & Chinese versions.This document does not constitute the distribution of any information or the making of any offer or solicitation by anyone in any jurisdiction in which such distribution or offer is not authorised or to any person to whom it is unlawful to distribute such a document or make such an offer or solicitation. To discuss your asset allocations and potential strategies to reduce the risk and/or volatility of a concentrated position, please contact your personal banker/relationship manager. It therefore is important that you carefully review your entire investment portfolio to ensure that it meets your investment goals and is within your risk tolerance, including your objectives for asset and issuer diversification. Certain factors that affect the assessment of whether your overall investment portfolio is sufficiently diversified may not be evident from a review of only your account with Citibank. Concentrated positions may entail greater risks than a diversified portfolio. Portfolio diversification is an important element for an investor to consider when making investment decisions. ![]() Market movements, changing market views, time horizons and liquidity constraints (among others) may result in your portfolio's asset allocation deviating from the model allocation. It is important to note that while recommendations based on Total Wealth Advisor represent our best thinking in terms of asset allocation and diversification, they serve only as a guideline for investors based on certain risk profiles. Total Wealth Advisor is: (i) not binding on part of the client (ii) not monitored by Citibank with respect to client's individual investment holdings. Total Wealth Advisor is not a program or offering, but is a tool to recommend diversification that is meant for reference purposes only. You should seek advice from your professional advisors as to your particular tax position, including but not limited to estate duty and withholding tax that might arise from investing in overseas products. persons and might only be applicable to limited jurisdiction. Investment Services are not eligible for U.S. or any of its affiliates or subsidiaries, or by any local governmental or insurance agency. Unless specified, these investments are not obligations of, guaranteed or insured by Citibank (Hong Kong) Limited, Citibank, N.A., Citigroup Inc. Investment prices may go down as well as up. Investors investing in investments denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Investments are not bank deposits and involve risks, including the possible loss of the principal amount invested. Investors should refer to the relevant offering documents for detailed information prior to subscription. This material is for information only and does not constitute any offer or solicitation to buy or sell. The historical performance of the asset class is for illustration purposes only and not an indication of future returns. ![]() The projected return may vary due to market fluctuation and unexpected external factor. The performance of the asset class is an average return of the products under the same asset class. The projected return of Citi Model Portfolio is calculated from the historical return of the past 5 years. ![]() The Estimated Goal Status may vary due to change of 5 parameters input by clients, the projected return of the Citi Model Portfolio or the performance of the asset class allocated to the goal. The Projected Portfolio Value is based on the 5 parameters input by the client and together with the projected return of the selected Citi Model Portfolio assigned to the goal defined in the goal creation stage or the performance of the asset class allocated to the goal.
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