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CIMB Private Wealth Acquisition Campaign Q3 2026

Move your wealth forward into a world of exclusive opportunities and privileges

 

Take the next step in your wealth journey with CIMB Private Wealth.

 

Discover a more personalised wealth experience, complemented by exclusive offerings and opportunities tailored with you in mind.

Experience access to exclusive offers with a competitive market rate.

Experience personalised strategies that support every stage of your financial journey with CIMB Private Wealth.

Privileged Access to 

Comprehensive Solutions

Unlock a wider range of investment 

solutions across Treasury, Bonds, and Unit Trust, plus privileged early access to selected exclusive funds, supported by integrated financing and liquidity solutions to optimise your portfolio.

Expertise at Core

Our Senior Relationship Manager and Investment Advisors deliver tailored strategies for you and your family, backed by the CIMB Chief Investment Office’s market insights and disciplined asset allocation.

Forward Your Rewards

 

With the exclusive CIMB Private Wealth World Elite Credit Card, you can enjoy one of the market’s exceptional points-to-miles conversion rates and earn up to 10X Bonus Points, while benefiting from global acceptance and a waived annual fee2.

By invitation only for CIMB Private Wealth clients

Campaign Period: 1 July 2026 - 30 September 2026


Your entry to CIMB Private Wealth begins here

Minimum RM1,000,000 Assets Under Management (AUM), of which at least RM500,000 in Wealth Management and/or Current Account/-i and Savings Account/-i (CASA/-i) balances at all times

For more information, please contact your Relationship Manager or call CIMB Private Wealth & CIMB Preferred Banking Call Centre at 1 300 885 300.

 

Important Notes:

1. The offers above are applicable to Eligible Customer(s) who join, upgrade to, or are existing to the Private Wealth (PW) segment, and meet the campaign.

2. Annual Fee Waiver of RM1,215.09 is applicable to CIMB Private Wealth clients who maintain a minimum AUM of RM1,000,000, of which at least RM500,000 is in Wealth Management and/or CASA/-i balances at all times. The Campaign Period is from 22 June 2026 to 30 June 2027.

 

Terms and Conditions:


UNIT TRUST/SHARIAH-COMPLIANT UNIT TRUST WARNING
THIS DOCUMENT IS PROVIDED TO YOU FOR INFORMATION PURPOSES ONLY AND IT MAY NOT BE REPRODUCED, DISTRIBUTED OR PUBLISHED BY ANY RECIPIENT FOR ANY OTHER PURPOSES. IT SHOULD NOT BE CONSTRUED AS AN OFFER OR A SOLICITATION OF AN OFFER TO PURCHASE OR SUBSCRIBE. THE INFORMATION CONTAINED HEREIN HAS BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE AND IS CURRENT AS OF THE DATE OF PUBLICATION. NO REPRESENTATION OR WARRANTY IS MADE NOR IS THERE ACCEPTANCE OF ANY RESPONSIBILITY OR LIABILITY MADE AS TO THE ACCURACY, COMPLETENESS, OR CORRECTNESS OF THE INFORMATION CONTAINED HEREIN. EXPRESSIONS OF OPINION CONTAINED HEREIN ARE SUBJECT TO CHANGE WITHOUT NOTICE. INVESTMENTS IN UNIT TRUSTS ARE NOT OBLIGATIONS OF, DEPOSITS IN, GUARANTEED, OR PROTECTED BY CIMB BANK BERHAD / CIMB ISLAMIC BANK BERHAD (“CIMB”) AND ARE SUBJECT TO INVESTMENT RISKS, INCLUDING BUT NOT LIMITED TO THE POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. INVESTORS ARE ADVISED TO READ AND UNDERSTAND THE PRODUCT HIGHLIGHTS SHEET, MASTER PROSPECTUS / INFORMATION MEMORANDUM AND ITS SUPPLEMENTAL MASTER PROSPECTUS / INFORMATION MEMORANDUM FOR UNIT TRUSTS, WHICH HAVE BEEN REGISTERED WITH THE SECURITIES COMMISSION BEFORE INVESTING. FOR COPIES OF THE PRODUCT HIGHLIGHTS SHEET AND PROSPECTUS / INFORMATION MEMORANDUM, VISIT US AT OUR NEAREST BRANCH. UNIT PRICES AND INCOME DISTRIBUTION, IF ANY, MAY RISE OR FALL. INVESTORS SHOULD ALSO CONSIDER ALL FEES AND CHARGES INVOLVED BEFORE INVESTING. UNITS WILL BE ISSUED UPON RECEIPT OF COMPLETED APPLICATION FORM AND ARE SUBJECTED TO TERMS & CONDITIONS CONTAINED THEREIN. PAST PERFORMANCE OF THE FUND IS NOT AN INDICATION OF FUTURE PERFORMANCE AND INCOME DISTRIBUTIONS ARE NOT GUARANTEED. INVESTORS SHOULD RELY ON THEIR OWN EVALUATION TO ASSESS THE MERITS AND RISKS OF ANY INVESTMENT. INVESTORS WHO ARE IN DOUBT AS TO THE ACTION TO BE TAKEN BY THEM SHOULD CONSULT THEIR PROFESSIONAL ADVISERS IMMEDIATELY. UNIT TRUSTS ARE NOT PROTECTED BY PERBADANAN INSURANS DEPOSIT MALAYSIA. INVESTORS SHOULD NOT MAKE PAYMENT IN CASH OR ISSUE A CHEQUE TO A UNIT TRUST CONSULTANT.


PRINCIPAL PROTECTED CALLABLE ISLAMIC RANGE ACCRUAL (CIRA) WARNING
THIS PRODUCT IS PRINCIPAL GUARANTEED. CUSTOMER WILL BE PAID THE SELLING PRICE UPON MATURITY. IF THE PRODUCT IS REDEEMED OR SOLD PRIOR TO MATURITY, CUSTOMER MAY LOSE PART OF THE SELLING PRICE. THIS PRODUCT IS NOT PROTECTED BY PERBADANAN INSURANS DEPOSIT MALAYSIA.

 

Member of PIDM.

CIMB Fixed Deposit/-i (FD/-i) is protected by PIDM up to RM250,000 for each depositor.

Unit Trust/Shariah-Compliant Unit Trust and Callable Islamic Range Accrual (CIRA) are not protected by PIDM.

This material has not been reviewed by the Securities Commission Malaysia (“SC”).