Products Included

• Which accounts are included in The Relationship Report?

  The Relationship Report will include all Citi accounts booked through Citi Private Bank across legal vehicles with the exception of student loans and insurance products.

• Which products are included?

  Any products in investor accounts will be included.

• Are CRAs and time deposits included?

  Yes.

• Are Citifunds at State Street included?

  Yes. This will include Landmark, and BFDS Funds.

• Are Citigold Accounts included?

  Yes, Citigold accounts will be included.

• Are Global Cash Management/GRB Corporate Cash Management Accounts be included?

  No. Not at this time.

• Are non-USD denominated investments reported on? Are the date and foreign exchange translation rate indicated?

  Yes. Non-USD denominated investments are included and are reported in their USD equivalent.

• Are commercial loans included?

  Yes.

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