CIMB Wealth Advisors Vantage Infinity Club (VIC) is established with the aim to provide personal service to greatly valued clients by focusing our efforts in areas that will benefit them in the most meaningful manner, thus allowing our customers to enjoy convenience of time and to experience the ease of service through each of the communication channels that we have dedicated to serve these customers.
As an elite member of the Vantage Infinity Club, helping you to manage your investment portfolio effectively is perennially our top priority. We hope to meet your aspiration by providing you with highly personalized and tailored made solutions, be it investment management, protection planning, life goals planning or planning for financial independence. In this fast-changing economy, our dedication to enrich you with the benefits of value-enhancing integrated financial products and services remains unchanged.
Members Privileges
Members of the Vantage Infinity Club (VIC) have the pleasure of enjoying the following facilities:
- Priority Customer Care Hotline
Enjoy personalized customer support and prompt service through this hotline. We have a dedicated team of customer service officers who strive to understand your needs to provide you with the necessary assistance. - Online Access to Investment Ledger
We help you maximize your valuable time for more important affairs by providing you with the flexibility of assessing your investment position at the comfort of your home or during your leisure moment. - Quarterly consolidated statement
The quarterly consolidated statement provides an update of your investment holdings, thus enabling you to align and better manage your portfolio in meeting future goals. - Priority invitation to seminars and workshops
We organize market and investment seminars featuring top-tier subject experts in the industry to guide you through the thicket of global challenges and keep you abreast of the fast-arising market opportunities. As a value-added service to rekindle your hobbies, we also host ‘interest group workshops’ from time to time to cater to the likes of different clients. - Monthly Market Report
A confluence of events may raise concerns among many investors and we aim to do our utmost best as your investment advisor, to keep you informed of any major changes in both the local and global scenes, be it economy issues, policy changes, extraordinary market circumstances and any information that may impact your investment decisions.
How to become a VIC member
You will automatically be recognized as a VIC member when the following requirements are met:
- A minimum of 100,000 qualifying points based on aggregate investment holding in various holder accounts with CIMB Wealth Advisors based on NRIC.
- All in-house and third party funds will be awarded 1 point for every RM1 investment holding except for the following funds:
- CIMB-Principal Money Market Fund
- CIMB Islamic Money Market Fund
- CIMB Islamic Short Term Sukuk Fund
- CIMB-Principal Xcess Cash Fund
- CIMB-Principal Xcess Income fund - Insurance
We will keep you informed as we expand the eligibility to the criteria
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