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Form CRS and Form ADV Disclosure Documents, Additional Disclosure Documents, Privacy Notices, ERISA Section 408(b)(2) Disclosure Documents, Qualified Professional Asset Manager (QPAM) Exemption Disclosure Documents, and Trade Away Information*

You may view and print the Client Relationship Summary (“Form CRS”), Form ADV Part 2 disclosure document (the "ADV Disclosure Documents") and privacy notices (the "Privacy Notices") for (i) Citigroup Global Markets Inc. (“CGMI”), and (ii) specific third-party investment advisers/sub-managers (collectively, "Investment Advisers") by clicking on the relevant links below.

For third-party investment advisers/sub-managers, the Privacy Notices and the 408(b)(2) Disclosures (if applicable and as provided by the third-party investment advisers/sub-managers) are included as part of, or attached to the end of, their ADV Disclosure Documents.

You may also view and print the qualified professional asset manager (QPAM) exemption disclosure documents for Citigroup Inc. and its affiliates, which include (a) Notice Regarding Granted Individual Prohibited Transaction Exemption for Citigroup Inc. and its Affiliates, (b) Proposed 5-Year QPAM Exemption, (c) Final 5-Year QPAM Exemption, and (d) Technical Corrections to Final 5-Year QPAM Exemption, and (e) Summary of QPAM Policies and Procedures.

CGMI has also collected information from Investment Managers about their “trading away” practices. You may view and print this information by clicking on the relevant link below. This information has not been independently verified by CGMI and CGMI does not make any representation as to its accuracy.

Please review these documents as they provide important information about each Investment Adviser.

To view or print the documents, you will need to obtain the Adobe Reader, which is available free of charge at Adobe's website (www.adobe.com) and install it on your computer.

For more information, please contact your Advisor or CGMI representative.

Client Relationship Summary (Form CRS)

Citigroup Global Markets Inc.
CGMI FORM CRS

ADV Disclosure Documents and Privacy Notices in PDF Format

CGMI Investment Advisory Programs Form ADV (CPWM/CPII/CWA) CPWM/CPII/CWA Client CGMI ADV
CGMI Citi Wealth Builder Program Form ADV CPWM Citi Wealth Builder Client ADV
CPWM and CPII Financial Planning Descriptive Brochure CPWM Client Financial Planning CGMI ADV
Privacy Notices CPWM
CPII
Bank Deposit Program (BDP) Disclosure Statement Bank Deposit Program (BDP) Disclosure Statement
ERISA Section 408(b)(2) Disclosures ERISA Section 408(b)(2) Disclosure Document Citi Investment Advisory Services

ERISA Section 408(b)(2) web site
(for all Citi products and services)
Trade Away Information Information About Investment Managers Trading Away in CGMI Investment Advisory Programs
Qualified Professional Asset Manager(QPAM) Exemption Disclosure Documents Notice Regarding Granted Individual Prohibited Transaction Exemption for Citigroup Inc. and its Affiliates
Proposed 5- Year QPAM Exemption
Final 5-Year QPAM Exemption
Technical Corrections to Final 5-Year QPAM Exemption
Summary of QPAM Policies and Procedures

Third Party Investment Advisers

* This website is for the exclusive use of clients of Citigroup Global Markets Inc. who have entered into agreements with Citigroup Global Markets Inc. for certain products that involve one or more of the investment managers listed above. Access to this website is for the sole purpose of providing these clients with certain information on such investment managers in compliance with applicable U.S. law. This website is not for anyone else's use or access. Any information on investment managers, other than those relevant to the client's investment in a particular product, is not directed at such client and is not, and is not intended to be, for such client's use, and should not be accessed. This website and the information set out in it is not, and is not intended to be, an offer of or solicitation for the fund management services of the investment managers below, or an offer or invitation to anyone to enter into any portfolio management mandate with such investment managers.

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