Just heard from my friend about her case… she was on the invitation list to join the treasures with the 4.5% multiplier. However she only has $100k inside at the beginning of Oct and wanted to added another $100k after the confirmation that she is within the 3,000 invitation.Thanks for the update. Your RM is more knowledgeable than mine. My RM insisted that 1 account can only have 1 CASA but the BT & HV branch folks differ. I did mine at HV today and my RM asked me to hold them accountable!! So not all RMs are the same...
However, her newly assigned RM insisted that the 2nd $100k will be given 4.5 % starting from 1st Nov only even if she add it now.
Asked me about it but I could not advice as I am not in the invitation list
any others have the same situation ?
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