If you are a Citi Personal Wealth Management (CPWM) or Citi Personal Investments International (CPII) client of Citigroup Global Markets Inc. (CGMI), or are interested in becoming one, we are required to deliver two important disclosure documents about CGMI's business and relationship with you: Form Client Relationship Summary ("Form CRS") and Regulation Best Interest ("Reg BI") Disclosure Statement and Related Information for Retirement Accounts.
This Regulation Best Interest ("Reg BI") Disclosure Statement is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.
If you opened an account prior to March 31st 2020, you were sent this important notice in your March statement. The notice includes amendments to your client agreement regarding our electronic delivery to you of certain disclosure documents and other important information about your account. Please note that the U.S. Postal Service announced COVID-19 related service disruptions for certain international mail originating from the United States. Accordingly, if your mailing address is outside of the United States, you may have experienced delays with receiving this notice.
Besides the "Reg BI" and "Form CRS" disclosure documents that we are required to deliver to you, you can review additional documents and other information through the links below to learn more about brokerage and advisory services offered to CPWM, CPII and other clients through Citigroup Global Markets Inc.