CTGMC

# Overview

M
New User
PENDING-ACCOUNT
Good morning 👋
New User
Account: PENDING-ACCOUNT | Setup
Available Balance
€0.00
New account
12.4%
€0.00
Total Income
3.1%
€0.00
Total Expenses
6.8%
€0.00
FD & DPS Savings
Active
0
Transactions
👑
Upgrade to Premier Banking
Exclusive rates, dedicated manager & more
Learn More

### Quick Actions

Send Money
Add Funds
Fixed Deposit
Apply Loan
DPS Plan
Statement
Find Branch
Get Help

### Recent Transactions

Description | Date | Amount | Status
--- | --- | --- | ---

### My Card

Active
CTGMC
•••• •••• •••• 1234
Account Number PENDING-ACCOUNT
Routing Number ---------
Account Type Standard Account
Member Since Not available

### Monthly Spending

Housing€1,500
Shopping€299
Utilities€180
Dining€65

### Transaction History

### Savings Goals

65%

Emergency Fund Goal

Saved€6,500
Target€10,000
Remaining€3,500
€0.00
Total Credits
€0.00
Total Debits
€0.00
Current Balance

### Transaction History

No transactions found

Description | Transaction ID | Date | Type | Amount | Balance
--- | --- | --- | --- | --- | ---

### Transfer Money

Recipient Account Number
or
?
Verified Recipient
Verified CTGMC Account
Amount (EUR)
Remark / Note
Beneficiary Name
Bank Name
Account Number
Routing Number
Amount (EUR)
Wire transfers are processed within 1-3 business days. A fixed charge of €25.00 + 0.25% applies.
Beneficiary Name
SWIFT / BIC Code
IBAN / Account Number
Amount (EUR)

### Transfer Summary

Transfer Amount€0.00
Fixed Charge (Internal Transfer)€3.00
Percentage Charge (1.50%)€0.00
Total Debit €0.00

### Your Balance

€48,750.00
Sufficient funds
Min Transfer€20.00
Max Transfer€30,000.00
Daily Limit€100,000.00

### Recent Beneficiaries

R
Robert Johnson
CTGMC002891
S
Sarah Mitchell
CTGMC003245

### Fixed Deposit Plans

🥈
Silver FD
7.5% per annum
Min Amount€500
Max Amount€10,000
Interest Paid Monthly
Lock-in Period 6 Months
⭐ Popular
🥇
Gold FD
10.5% per annum
Min Amount€5,000
Max Amount€50,000
Interest Paid Monthly
Lock-in Period 12 Months
💎
Platinum FD
14% per annum
Min Amount€50,000
Max Amount€500,000
Interest Paid Monthly
Lock-in Period 24 Months

### My Active Fixed Deposits

🏦
Loading...

### FD Calculator

Deposit Amount (€)
Interest Rate (% p.a.)
Duration (Months)
Monthly Interest
€87.50
Total Interest Earned
€1,050.00
Maturity Amount
€11,050.00

### Deposit Pension Scheme Plans

🌱
Starter DPS
8% interest rate
Installment€50/month
Duration 24 Months
Total Deposit€1,200
Maturity Amount€1,296
⭐ Best Value
🌳
Growth DPS
10% interest rate
Installment€200/month
Duration 36 Months
Total Deposit€7,200
Maturity Amount€7,920
🏆
Premium DPS
12% interest rate
Installment€500/month
Duration 60 Months
Total Deposit€30,000
Maturity Amount€33,600

### My Active DPS Schemes

📅
Loading...

### DPS Calculator

Monthly Installment (€)
Duration (Months)
Interest Rate (% p.a.)
Total Deposit
€7,200.00
Estimated Interest
€1,110.00
Estimated Maturity Amount
€8,310.00

### How DPS Works

1
Choose a Plan
Select a DPS plan that suits your savings goals.
2
Pay Monthly
Pay fixed installments each month, auto-deducted from balance.
3
Receive Maturity
Get your principal + interest credited at maturity.
Late Payment Fee

A late fee applies for missed installments. Set up auto-pay to avoid penalties.

### Loan Plans

👤
Personal Loan
8.5% per annum
Min Amount€500
Max Amount€25,000
Installments Up to 24
Interval Monthly
Learn More →
⭐ Best Rate
💼
Business Loan
6.9% per annum
Min Amount€10,000
Max Amount€500,000
Installments Up to 60
Interval Monthly
🏠
Home Loan
5.5% per annum
Min Amount€50,000
Max Amount€2,000,000
Installments Up to 360
Interval Monthly
Learn More →
🚗
Auto Loan
7.2% per annum
Min Amount€5,000
Max Amount€100,000
Installments Up to 72
Interval Monthly
Learn More →

### My Loans

Personal Loan
Loan #LN-2026-00412 · 8.5% p.a.
Active
Principal
€15,000
Monthly PMT
€683.23
Remaining
€9,847.60
Repayment Progress 34.3%

### Loan Calculator

Loan Amount (€)
Interest Rate (% p.a.)
Duration (Months)
Monthly Installment
€454.53
Total Interest
€908.72
Total Payable
€10,908.72
M
New User
Not provided
PENDING-ACCOUNT
KYC Required 2FA Enabled Standard Account

### Personal Information

First Name Not provided
Last Name Not provided
Email Address Not provided
Phone Number Not provided
Country Not provided
Address Not provided

### Account Information

Account Number PENDING-ACCOUNT
Routing Number---------
Account Balance€0.00
Account Status Active
KYC Status Pending
Member Since Not available
Account Type Standard

### Security Settings

Password
Two-Factor Auth Enabled
Login Notifications On
Auto Logout 15 minutes

### KYC Verification

⏳

### KYC Pending

Complete your profile and upload verification documents to unlock all features.

Verification Level Pending
Documents Not on file
Verified On Pending

### Notifications

Loading activity notifications...

### Pay Bills

⚡
Electricity
💧
Water
📶
Internet
📱
Mobile
📺
Cable TV
🛡️
Insurance
🏠
Mortgage
📄
Other

#### Pay Bill

Service Provider
Account/Bill Number
Amount (€)
Schedule Payment
Set as recurring monthly payment

### Payment History

Bill Type | Provider | Amount | Date | Status
--- | --- | --- | --- | ---

### Upcoming Bills

⚡
Electricity
Due May 4
€180
📶
Internet
Due May 8
€90
🛡️
Insurance
Due May 15
€250
Total Due This Month
€520.00
3 bills pending

### My Beneficiaries

R
Robert Johnson
CTGMC002891 | Internal
S
Sarah Mitchell
CTGMC003245 | Internal
D
David Lee
Chase Bank — Routing: 021000021 | External

### Quick Tips

💡
Save Time

Add frequently used recipients as beneficiaries for instant transfers.

🔒
Secure

All beneficiary details are encrypted and stored securely.

🌍
Internal & External

Save both CTGMC accounts and other bank accounts.

### My Cards

CTGMC
4532 •••• •••• 1234
Visa Debit — ••••1234 Active

CTGMC
5412 •••• •••• 8742
Mastercard Gold — ••••8742 Frozen

### Card Transactions

Merchant | Card | Date | Amount | Status
--- | --- | --- | --- | ---
🛒 Amazon | ••••1234 | Apr 5 | -€299.99 | Cleared
🍽️ Chipotle | ••••1234 | Apr 2 | -€65.50 | Cleared
✈️ Delta Airlines | ••••8742 | Mar 28 | -€420.00 | Pending

### Card Summary

Total Cards 2
Active Cards 1
Frozen Cards 1
Monthly Spend Limit€10,000
Spent This Month€785.49

Monthly Limit Used 7.85%
🎁

## Earn €25 Per Referral!

Invite friends to CTGMC. When they open an account and make their first deposit, you both earn €25 bonus!

TONA-MARC-X7K2
12
Total Referrals
8
Converted
€200
Total Earned

### Your Referrals

Name | Joined | Status | Bonus
--- | --- | --- | ---
A Alice Chen | Apr 1, 2026 | Converted | +€25
B Brian Torres | Mar 20, 2026 | Converted | +€25
C Carol White | Mar 10, 2026 | Pending | —

### Share & Earn

#### How It Works

1
Share your referral code with friends
2
They sign up using your code
3
You both earn €25 after first deposit!

### KYC Verification

Pending
⏳
Identity Verification Pending
File your identity documents to complete compliance verification.

#### Filed Documents

🪪
Government ID
Driver's License • Received Feb 10, 2024
Approved
🏠
Proof of Address
Utility Bill • Received Feb 10, 2024
Approved
🤳
Selfie with ID
Photo verification • Received Feb 10, 2024
Approved

#### File Documents

Document Type
📁
Click to upload or drag & drop
JPG, PNG, WEBP, PDF — Max 2MB

### Verification Levels

✅Level 1 — Basic
Photo ID on file, email verified, account opened. Basic transfers enabled.
✅Level 2 — Full Verification
Government ID cleared and approved. All services and full account privileges unlocked.

### Submit Support Ticket

Subject
Category
Priority
Message
Attachment (optional)

### My Tickets

Ticket # | Subject | Category | Date | Status
--- | --- | --- | --- | ---

### Contact Us

Phone
+1 (303) 777-4786
Email
support@ctgmc.ch
Live Chat
● Online 24/7
Branch Hours
Mon–Fri: 9AM–6PM EST

### Quick FAQ

How long do transfers take?

Internal transfers are instant. External transfers take 1-3 business days.

What are the transfer limits?

Min: €20. Max per transaction: €30,000. Daily: €100,000.

How do I complete KYC?

Go to KYC section, upload your ID and proof of address. Approval within 24-48h.

### My Savings Goals

🏠
Dream Home
Target: Dec 31, 2027
€18,500
of €50,000
37% complete€31,500 remaining
✈️
Europe Vacation
Target: Jun 1, 2026
€3,200
of €5,000
64% complete€1,800 remaining
🎓
Education Fund
Target: Sep 1, 2028
€8,000
of €20,000
40% complete€12,000 remaining

### Goals Summary

Active Goals 3
Total Saved€29,700
Total Target€75,000
Overall Progress 39.6%

### Goal Ideas

🚗
New Car
💍
Wedding Fund
🏋️
Emergency Fund

### Scheduled Transfers

Recipient | Amount | Frequency | Next Date | Status | Actions
--- | --- | --- | --- | --- | ---
R Robert Johnson CTGMC002891 | €500.00 | Monthly | May 1, 2026 | Active |
S Sarah Mitchell CTGMC003245 | €1,200.00 | Weekly | Apr 14, 2026 | Active |
R Rent Payment Chase Bank — External | €2,200.00 | Monthly | May 1, 2026 | Paused |

### Execution History

Recipient | Amount | Executed | Status
--- | --- | --- | ---
Robert Johnson | -€500.00 | Apr 1, 2026 | Executed
Sarah Mitchell | -€1,200.00 | Apr 7, 2026 | Executed
Robert Johnson | -€500.00 | Mar 1, 2026 | Executed
Rent Payment | -€2,200.00 | Mar 1, 2026 | Failed — Insufficient Funds

### Summary

Active Schedules 2
Paused 1
Monthly Auto-Transfer€2,700
Next Execution Apr 14

### Pro Tips

📅 Set up auto-transfers to savings on payday to build wealth effortlessly.
💳 Schedule rent and bill payments to never miss a due date.
🔔 You'll be notified 24h before each scheduled transfer executes.

### Currency Converter

Rates updated: Apr 9, 2026
From
To
Amount
Converted Amount
920.00
EUR
1 EUR = 1.08 USD

### Live Exchange Rates (vs USD)

Loading…

Currency | Code | Rate (1 USD) | Status
--- | --- | --- | ---
Fetching live rates…

### Quick Convert

### Send in Foreign Currency

Want to send money internationally? Use our Wire Transfer with live exchange rates.

### Two-Factor Authentication

Enabled

Two-factor authentication adds an extra layer of security to your account. Even if your password is compromised, no one can sign in without your 2FA code.

Authenticator App
Google Authenticator / Authy
Active
Email Verification
One-time code sent to your registered email
Inactive
Scan with Authenticator
Or enter key manually:
TONA X4K2 8M9P

### Login History

Device | IP Address | Location | Date & Time | Status
--- | --- | --- | --- | ---
💻 Chrome on Windows Current session | 192.168.1.42 | Denver, CO, US | Apr 10, 2026 · 8:14 AM | Active
📱 Safari on iPhone 15 | 172.20.10.3 | Denver, CO, US | Apr 9, 2026 · 11:32 PM | Ended
💻 Firefox on Mac | 10.0.0.15 | New York, NY, US | Apr 8, 2026 · 3:05 PM | Ended
❓ Unknown Browser Unrecognized device | 185.220.101.42 | Moscow, Russia | Apr 7, 2026 · 2:19 AM | Blocked

### Trusted Devices

💻
Dell XPS 15 — Chrome
Last used: Apr 10, 2026 · Denver, CO
📱
iPhone 15 Pro — Safari
Last used: Apr 9, 2026 · Denver, CO

### Security Score

80
out of 100
Good

Your account is well protected. Enable Email OTP to reach 100.

Strong password set
Email verified
2FA app enabled
KYC verified
Email OTP not set

### Security Tips

🔒Never share your password or OTP with anyone, including bank staff.
🌐Always check the URL is ctgmc.ch before logging in.
📧CTGMC will never ask for your full card number via email.
📱Enable biometric login on your mobile device for extra security.

### Quick Actions

### Notification Preferences

Email Notifications
SMS Notifications
Transaction Alerts
Login Alerts
DPS Due Reminders
Loan Reminders

### Display Settings

🌙 Dark Mode
Language
Date Format
Currency Display

### Security

### Danger Zone

Download all your transaction history and account data.

Close your CTGMC account permanently.

### International Wire Transfer

1–3 Business Days
Wire transfers are processed on business days. Fee: €25.00 flat + 0.25% of amount. Recipient bank may charge additional fees.
1
Recipient
2
Bank Details
3
Amount
4
Confirm
Beneficiary First Name *
Beneficiary Last Name *
Beneficiary Address
Country *
Currency *
Bank Name *
SWIFT / BIC Code *
Routing / ABA Number
IBAN / Account Number *
Bank Address
Transfer Amount (EUR) *
Min: €100.00 · Max: €500,000.00 per transfer
Purpose of Transfer *
Reference / Note
Transfer Amount—
Flat Fee€25.00
0.25% Fee—
Total Debit—

### Transfer Limits

Min per Transfer€100.00
Max per Transfer€500,000.00
Daily Limit€1,000,000
Monthly Limit€5,000,000
Flat Fee€25.00
Percentage Fee 0.25%

### CTGMC Wire Info

Bank Name
CTGMC N.A.
SWIFT / BIC
TONAUS33XXX
ABA Routing
021000021
Bank Address
1 Finance Plaza, Denver, CO 80202

### Recent Wire History

Deutsche Bank DE
Mar 15, 2026
-€5,000
Delivered
Barclays UK
Feb 28, 2026
-€2,300
Delivered
Portfolio Value
€32,450.00
Live portfolio snapshot
Net Gain / Loss
+€184.20
Based on current holdings
Invested
€29,610.00
Total invested
Dividends (YTD)
€420.50
Paid to account

### My Holdings

Asset | Type | Shares | Avg Price | Current | Value | P&L
--- | --- | --- | --- | --- | --- | ---

### Portfolio Performance

### Allocation

### Market Pulse

S&P 500 5,204.34
NASDAQ 18,190.70
DOW JONES 38,596.98
Gold (oz)€2,331.40
BTC/USD€67,840
Apr 10, 2026 · 12:19 UTC

### Top Opportunities

S&P 500 Core ETF Moderate Risk
Diversified US large-cap exposure. Typical long-term return target: 7.5%.
US Treasury Bond Basket Lower Risk
Income-focused strategy with stable return profile. Target yield: 5.0%.
Digital Assets Theme ETF High Risk
Higher volatility thematic exposure for growth-focused investors.
Month
Account
TonaBank
1 Finance Plaza, Denver, CO 80202 · TONAUS33XXX
Account Statement
April 1 – April 30, 2026
Generated: Apr 10, 2026
Account Holder
New User
Account Number
PENDING-ACCOUNT
Opening Balance
€0.00
Closing Balance
€0.00
Total Credits
+€0.00
Total Debits
-€0.00

Date | Reference | Description | Type | Amount | Balance
--- | --- | --- | --- | --- | ---

This statement is computer generated and does not require a signature. CTGMC N.A. · Member FDIC · ctgmc.ch
CTGMC WEALTH

## Investment Services

Grow your wealth with CTGMC's full suite of investment solutions — from beginner-friendly mutual funds to sophisticated equity portfolios managed by our certified advisors.

📈
📊
Mutual Funds

Diversified fund portfolios managed by expert analysts. Min. investment: €500. Returns: 8–15% p.a.

Low Risk SIP Available
🏦
Stocks & Equities

Direct equity investments in US & global markets via our zero-commission trading platform. Min: €100.

Medium Risk Real-Time
💎
Bonds & Fixed Income

Government and corporate bonds with guaranteed returns. Capital protected. Min: €1,000.

Low Risk Guaranteed
🪙
Crypto ETFs

Regulated exposure to Bitcoin, Ethereum & DeFi indices through SEC-approved ETF structures. Min: €250.

High Risk ETF
🏘️
Real Estate Funds

Fractional real estate investment through REITs. Earn rental income + capital appreciation. Min: €2,500.

Medium Risk Dividend
🤖
Robo-Advisor

AI-powered auto-investing. Set your risk profile & goals — we do the rest. Fee: 0.25% annually. Min: €100.

AI Powered Auto-rebalance

### CTGMC Fund Performance (2025)

Fund Name | Category | 1Y Return | 3Y Return | 5Y Return | Risk | Min Invest |
--- | --- | --- | --- | --- | --- | --- | ---
CTGMC Growth Fund | Equity | +18.4% | +52.1% | +98.7% | Medium | €500 |
CTGMC Stable Income | Balanced | +9.2% | +28.5% | +51.3% | Low | €1,000 |
CTGMC Bond Plus | Debt | +7.1% | +22.4% | +38.9% | Low | €1,000 |
CTGMC Tech Alpha | Equity | +31.6% | +89.3% | +172.4% | High | €500 |
CTGMC Global REIT | Real Estate | +11.8% | +35.2% | +67.1% | Medium | €2,500 |

Past performance does not guarantee future results. Investments carry risk. Please read the fund documents carefully before investing.
CTGMC CAPITAL MARKETS

## Investment Banking

End-to-end capital markets solutions for businesses — from IPO underwriting and M&A advisory to debt structuring and private equity placements.

€2.4B+
Deals Closed (2025)
340+
Corporate Clients
18
Countries Served
4.9★
Client Rating

### M&A Advisory

Corporate

Full-cycle mergers and acquisitions advisory — target identification, due diligence, valuation, deal structuring and post-merger integration support.

- Buy-side & Sell-side representation
- Cross-border transaction expertise
- Confidentiality-first approach
- Industry-specific valuation models

### IPO & Capital Raising

Equity

We serve as lead underwriter for IPOs, SPACs, follow-on offerings and private placements. Our distribution network reaches 600+ institutional investors.

- Equity & debt capital markets
- Roadshow management & investor relations
- Regulatory filing assistance (SEC/FINRA)
- Post-IPO market stabilization

### Debt Structuring

Fixed Income

Customized debt solutions including syndicated loans, bond issuances, project finance, leveraged buyouts and structured credit facilities.

- Investment grade & high-yield bonds
- Project finance & infrastructure debt
- Syndicated loan arranging
- Credit rating advisory

### Private Equity & Venture

Alternative

Access to curated private equity co-investments, venture capital funds, and pre-IPO opportunities. Minimum commitment €250,000.

- Growth equity & buyout funds
- Early-stage VC access
- Secondary market liquidity
- Qualified investor (Accredited) only

### Recent Landmark Transactions

IPO LEAD UNDERWRITER
€480M
NexGen Technologies
NASDAQ · Mar 2026
M&A SELL-SIDE
€1.2B
Meridian Health Corp
Healthcare · Jan 2026
BOND ISSUANCE
€350M
Harbor Energy Group
Energy · Feb 2026
PRIVATE PLACEMENT
€95M
UrbanLogix AI
Series C · Dec 2025
CTGMC ADVISORY

## Personal Financial Consultation

Work 1-on-1 with a certified financial planner (CFP) to build a personalised financial strategy — from budgeting to wealth building.

### Book a Consultation

Consultation Type
Preferred Advisor
Preferred Date
Preferred Time
Format
Duration
Brief description of your financial goals

### My Consultations

👩‍💼
Dr. Amanda Torres CFP®
Investment Strategy · Apr 12, 2026 · 10:00 AM · Video Call
Upcoming
👨‍💼
James Okafor CFA®
Debt Management · Mar 20, 2026 · 2:00 PM · Completed
Completed

### Our Advisors

AT
Dr. Amanda Torres
CFP® · 14 yrs exp
Wealth · Investment · Retirement
JO
James Okafor
CFA® · 11 yrs exp
Investment · Portfolio · IPO
PN
Priya Nair
CFP® · 9 yrs exp
Retirement · Tax · Estate
CM
Carlos Mendez
ChFC® · 16 yrs exp
Tax Planning · Business · M&A

### Why Consult?

✅Certified and licensed advisors (CFP®/CFA®)
🔒100% confidential — all sessions are NDA-protected
📱Video, phone, or in-person — your choice
📋Personalised written plan delivered after session
🎁First 30-min session is completely free
🌅
CTGMC RETIREMENT

## Retirement & Financial Planning

Secure your future today. Our comprehensive retirement planning tools help you understand where you stand and how to get where you want to be.

### Retirement Calculator

Current Age
Retirement Age
Current Savings (€)
Monthly Contribution (€)
Expected Annual Return (%)
Monthly Income Needed (€)

### Retirement Products

🏛️
Individual Retirement Account (IRA)
Tax-advantaged savings. Traditional IRA (pre-tax) or Roth IRA (post-tax). 2026 limit: €7,000/yr.
Rate of Return Up to 11%
💼
401(k) Management
Roll over and manage your employer 401(k) through CTGMC for better fund choices and lower fees.
Annual Limit€23,000
🧾
Annuity Plans
Guaranteed lifetime income stream through fixed, variable or indexed annuity contracts. From age 50.
Guaranteed Rate 5.5% p.a.
🌳
Estate Planning
Will drafting, trust setup, beneficiary designation and wealth transfer strategy with our legal partners.
Service Fee From €299

### Your Retirement Milestones

1
Emergency Fund
6 months expenses · €24,000 target
Done
2
Max IRA Contributions
€7,000/year · 2026 goal
In Progress
3
Reach €250k Net Worth
By age 45 · ~10 years away
Upcoming
4
Purchase Annuity Plan
At age 55 · guaranteed income stream
Upcoming

### Retirement Projection

Adjust the calculator fields to see your projection.

### Quick Tips

📌Start contributing at least 15% of income to retirement by age 30.
📌Always capture your employer's full 401(k) match — it's free money.
📌Use a Roth IRA if you expect your tax rate to be higher in retirement.
📌Aim to have 10× your salary saved by age 67.

### Explore Our Products

Everything CTGMC has to offer
Checking Accounts
Everyday banking with no hidden fees and unlimited transactions.
Explore
Savings & CDs
High-yield savings accounts and CDs to grow your money faster.
Explore
Credit Cards
Rewards, cashback, and travel cards designed for your lifestyle.
Explore
Home Loans
Competitive mortgage rates to help you buy or refinance your home.
Explore
Personal Loans
Flexible personal loans for any need — fast approval, low rates.
Explore
Auto Loans
Drive your dream car with flexible auto financing up to 72 months.
Explore
Premier Banking
Exclusive rates, dedicated relationship manager & priority support.
Explore
Education & Tools
Financial literacy resources, calculators and planning tools.
Explore
Investing & Wealth
Stocks, bonds, ETFs and managed portfolios — grow your wealth.
Explore

### Add Funds

Payment Method
Amount (EUR)
Gateway Charge€3.00 + 1.5%
Processing Time Instant

### Download Statement

From Date
To Date
Format
A statement download fee of €3.00 will be charged.

### Edit Profile

First Name
Last Name
Phone Number
Address
Profile Picture (One-time upload)
Upload once. After saving, this photo is locked.

### Open Fixed Deposit — Silver FD

Deposit Amount (EUR)
Funds will be locked until maturity. Early withdrawal is not permitted.

### Enroll in DPS — Starter DPS

Monthly Installment€50
Duration 24 months
Interest Rate 8%
First installment will be deducted immediately from your balance.

### Loan Application

Loan Plan
Requested Amount (€)
Purpose of Loan
Monthly Income (€)
Loan applications are reviewed within 24-48 hours.

### Add Funds

Payment Method
Amount (EUR)
Gateway Charge€3.00 + 1.5%
Processing Time Instant
Pay via PayPal

You will be redirected to PayPal to complete your payment. Once done, your deposit will be processed within 1–12 hours.

Fee No additional fee
Bank Transfer Instructions

Submit your request and our team will email you the bank transfer details within a few hours. Once your transfer is confirmed, your account will be credited.

🏢

### Request Received!

Your bank transfer instruction has been received. Our team will send banking details to your registered address shortly. Once your remittance is confirmed, your account will be credited.

Reference-
Amount-
Bank details will be emailed to your registered address.

### Create Savings Goal

Goal Name
Choose Icon
🏠
✈️
🎓
💍
🏋️
💻
🎯
Target Amount (€)
Initial Deposit (€)
Target Date

### Schedule Transfer

Transfer Type
🏦
Internal
🏛️
External
💳
Bill Pay
Recipient / Account
Amount (€)
Frequency
Start Date
Description / Note
Notify me 24h before each transfer

### Add Funds to Goal

Amount to Add (€)

### Add Beneficiary

Beneficiary Type
🏦
Internal
🏛️
External
🌐
Wire
First Name
Last Name
Account Number
Bank Name
Routing / SWIFT Number
Nickname (optional)

### Request New Card

Card Type
💳
Visa Debit
Linked to account
💳
Gold Mastercard
Premium card
Delivery Address
Card issuance fee: €5.00 — Delivery in 7-10 business days.

### Set Spending Limits

Daily Limit (€)
Monthly Limit (€)
Single Transaction Limit (€)
Allow international purchases

### Report Lost / Stolen Card

This will immediately block your card. A replacement will be issued.
Reason
Additional Details

### Setup Authenticator

1. Install Google Authenticator or Authy on your phone
2. Tap the + button and choose Scan QR Code
3. Scan the QR code below
4. Enter the 6-digit code shown in the app

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Secret key: —
Enter verification code

### Change Password

Current Password
New Password
Confirm New Password
Password must:
✓ Be at least 8 characters ✓ Include uppercase & lowercase
✓ Include a number ✓ Include a special character

### Change Transaction PIN

Your 4-digit PIN is required for all fund transfers and payments.

Current PIN
New PIN
Confirm New PIN

### Transaction Receipt

### Repayment Schedule

### Buy / Invest

Investment Type
Symbol / Name
Quantity
Price per Unit (USD)
Subtotal€0.00
Brokerage Fee (0.10%)€0.00
Total€0.00
Projected 1Y Value*€0.00
Risk Profile Moderate to High
*Projection is an estimate, not guaranteed returns.

### Start Investing

Investment Goal
Risk Tolerance
🛡️
Conservative
6–9% returns
⚖️
Moderate
10–15% returns
🚀
Aggressive
18–30% returns
Initial Investment (€)
Monthly SIP (€)
Investment Horizon
A dedicated investment advisor will review your profile and contact you within 1 business day.

### Setup Robo-Advisor

🤖
AI-Powered Investing

Our robo-advisor automatically builds and rebalances your portfolio based on your risk profile and goals. Fee: 0.25% annually — lower than any human advisor.

Risk Profile
Initial Deposit (€)
Auto-Invest Monthly (€)
Rebalancing Frequency

### Investment Banking Inquiry

Our investment banking team will respond within 4 business hours. All information is strictly confidential.
Company Name *
Industry
Service Required *
Deal Size (Approx.)
Timeline
Contact Email *
Additional Details

### Get My Retirement Plan

🌅
Personalised Retirement Roadmap

Answer a few quick questions and our CFP advisors will build a customised retirement plan — delivered to your inbox within 2 business days.

Current Age
Target Retirement Age
Annual Income (€)
Current Savings (€)
Retirement Lifestyle Goal
Email for Delivery

### Transaction Verification

For your security, verify this transaction with a one-time code.

Send OTP via:

Email ma***@gmail.com
SMS ***-***-1234

OTP sent to your email.

Code expires in: 5:00