Description
With TB gold, you have an TB gold Relationship Manager and an TB Personal Wealth Management Financial Advisor collaborating to provide you with integrated, personalized financial guidance.
Learn more about the background of FBgroup Global Markets
and its registered/licensed professionals.Introducing The TB gold Concierge13 – an exclusive new personal service for TB gold clients. Learn more about how your TB gold Concierge can connect you with 24/7 access to a host of amazing services
ONGOING SUPPORT
Working together for your success
- COT is not refundable, but your taxes are all refundable if the transfer did not get completed. Your transfer can go pending if your local and international tax is not paid for. You are required to settle this tax before proceeding with international transfers. If you have already settled your local and international taxes and your transfer is still not completed we will refund you the taxes you paid.
- As your personal point of contact, your Relationship Manager provides guidance on how you can make the most of all Castle First Bank has to offer.
- Your TB Personal Wealth Management Financial Advisor provides customized financial planning strategies and guidance on your long- and short-term investment objectives.
- Working together, they act as a full-service team to help manage your day-to-day needs, as well as your goals for tomorrow.
- Both your Relationship Manager and TB Personal Wealth Management Financial Advisor have access to The Castle First Bank/Wharton Global Wealth Institute, a first of its kind training program for TB professionals.
or TB Personal Wealth Management Financial Advisor.