Instructor: MSc.

Cu Nguyen Ha Trang
MEMBERS OF GROUP 7
1. Dao Dung Nhi - 20050503
2. Pham Thi Mai - 20050840
3. Nguyen Thi Hue - 20050445
4. Nguyen Thi Trang - 20050537

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INTRODUCTION

Citibank is a leading financial institution that offers a wide range of

products and services to meet the diverse needs of its customers. With a
global presence in over 160 countries, Citibank has established itself as
a trusted provider of financial solutions.

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PRODUCTS & SERVICES
1. Investment Accounts
2. Investment Products
3. Insurance Products
4. Planning Services
5. Sophisicated Products
1. INVESTMENT ACCOUNTS
Traditional Brokerage
Accounts
"Traditional brokerage accounts" are
accounts in which customers can buy
and sell stocks, bonds, and mutual funds
through a broker. These accounts usually
require transaction fees and account
maintenance fees, and transactions are
typically conducted over the phone or
through the broker's website.
Managed Accounts
A managed account is a portfolio of
investment products, such as individual
securities, cash instruments, mutual
funds, exchange-traded funds and
possibly alternative investments,
professionally managed and tailored to
your specific financial goals
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1. INVESTMENT ACCOUNTS
Individual Retirement Retirement Plans
Accounts (IRAs) for Your Business
An Individual Retirement Account (IRA) Business owners may wish to help set up
can help you save and invest for retirement plans for themselves and
retirement. Depending on which type their employees
you select, traditional or Roth, you'll
receive certain tax and savings
advantages-powerful tools to help you
with your retirement goals.

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2. INVESTMENT PRODUCTS
Stocks Mutual Funds
- Common stock. A mutual fund is a pooled investment
- Preferred stock. vehicle designed to invest money from
many individuals in securities such as
stocks, bonds, money market
instruments and similar assets.

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2. INVESTMENT PRODUCTS
Bonds
A bond is a debt investment where you
lend money for a set period of time at a
specified interest rate to an entity, such
as a government or corporation.
Options
A stock option is a contract sold by one
party (option writer) to another party
(option holder), allowing the holder the
right, but not obligation, to buy or sell a
stock at an agreed-upon price (the
strike price) during a certain period of
time or on a specific date (exercise
date).
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3. INSURANCE PRODUCTS
Life Insurance Long-term Care Annuities
Insurance

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4. PLANNING SERVICES
Retirement Savings Education Savings Trusts and Estate
Planning

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5. SOPHISICATED PRODUCTS
Alternative Investments

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5. SOPHISICATED PRODUCTS
Structured Products

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5. SOPHISICATED PRODUCTS
Securities-Based Lending

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SUMMARY

In conclusion, Citibank offers a comprehensive range of products and

services that cater to the diverse needs of its customers. With its strong
global presence and innovative solutions, Citibank is a trusted partner
for individuals and businesses looking to achieve their financial goals.

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THANK YOU!