Investment Management Account
Through our Investment Management Account (IMA), a flexible fund management arrangement, you can be sure that your portfolio will be proactively taken care of by China Bank Trust & Asset Management Group (TAMG) on a full time basis, in all market situations.
The arrangement could be discretionary, wherein China Bank TAMG has full authority to make investment decisions, considering the pre-agreed investment guidelines; or directional, wherein investment decisions require prior client consent.
Personal Management Trust
Enjoy peace of mind that your assets will be preserved and passed on to your loved ones according to your wishes. We offer Personal Management Trust (PMT), a living trust agreement wherein China Bank TAMG acts as Trustee to manage a portion of your wealth or estate for your own and/or your beneficiaries’ financial security.
To open an IMA and/or PMT or for more information, please visit any China Bank branch or call China Bank Trust and Asset Management Group - Sales and Marketing Division at (632) 885-5841 / 672-9633 / 672-9634 / 230-6904, or email firstname.lastname@example.org