Condensed
version of provision you may want to ask for
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Tell them you want the following provisions on the accounts******
(A) Tell the Banker.............I don't want to pay any
bank or currency exchange "spread fee’ in making this deposit -
******(Note:) Every
single Branch Manager is able to remove the spread fees up until the UST
spread fees.
You expect no fees,the
highest rate possible (make sure you tell them the rates you can get
elsewhere), immediate access to your money,no fees ever….
no cashier check fees, no credit
card fees or annual membership fees, Free use of a safety deposit box.You
need to ask for a privileged ATM card.
(B) Flagged all accounts as "access
restricted to non-essential bank personnel " and tagged as
"Non-test/Non-Training" Accounts
(C) Provide list of Cashiers Check to be written
out:
(D) Book of checks (at least 10) to have with me
when I leave
(E) Centurion credit card (Amer X / Black card /
optional if qualified or desired / NOT RFID-enabled credit/debit card)
Setup accounts with limits for your
protection. Example: $5000 debit card, $25000 credit, etc. this too is a
safety measure and can be modified at will.
(F) $10,000 cash in $50 bills
(G) gold/silver coins/bars if available
(H) “Proof of Funds Letter(s)” from
the bank to show for large purches and/or 10-20 CCCs if still applicable
(I) Obtain copy of NDA & write
"All Rights Reserved" over signature and any other document / have
banker sign my NDA and/or PA - privacy agreement.
**Do NOT agree to give the bank
“power of attorney”.
**Do NOT let a money manager have
complete fiduciary control over any of your money. Make sure you have
to sign for everything.
**Do NOT have a “test” account.
**Do NOT have access by all tellers.
You want to protect your privacy.
**Do NOT have automatic withdrawals
on your accounts.
**Do NOT have computer or remote
banking from your iPhone or computer.
**Ask for credit or debit cards that
are secure. Be sure they are NOT RFID-enabled.
**Have a mother lode account set up
so that only you (in person) with a special pass word and pass code, can make
withdrawals.
**The pass words are for only your
wealth manager and yourself to know.
** Have your account tagged
"Non Training Account" and learn about CEDARS
**I would like a bank printout of
all of today's transactions with regard to these account which includes
deposits, debits and current balance.
**This will help protect your money
when the dollar devalues.
5.
Ask about follow-up appointment if you need a Private Banker to
assist you with wealth management, bank perks,
DO NOT let anyone else be in control of YOUR money.
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Thursday, December 5, 2013
What to ask for before exchanging currency
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1 comment:
It All sounds like good advise but there is just ONE MAJOR PROBLEM
we dont have an RV YET so we cant do any exchange and it is starting
to look like it is not going to happen any time SOON like all the so called
GURUS say it will how many time have we heard tomorrow but that day
never seems to come now again we are hearing before christmas but how
many have come and gone and still we have nothing
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