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Regional Preferred Privileges

Refer A Preferred 2024/2025

Earn rewards up to RM888 by referring your family & friends to CIMB Preferred

Extend the exclusive privileges of CIMB Preferred to those who mean the most to you.

 

Refer your family & friends today and earn up to RM888 for every successful referral.

Campaign Period:

15 July 2024 – 30 June 2025

To refer family and friends to CIMB Preferred, speak to your dedicated Relationship Manager,
call the hotline at 1 300 885 300 or visit the nearest branch.

Enjoy the privileges of CIMB Preferred
 

Important Notes

  1. This campaign is open to all existing and new CIMB customers.
  2. The eligible client(s) (“Referrer”) shall refer and provide the name(s) and contact number(s) of New Preferred Customer(s) ("Referee") to CIMB within the campaign period whereby the Referrer must complete the referral form and obtain the consent of the Referee to disclose particulars for CIMB to contact them.
  3. Successful referral shall mean the following:
    i) The Referee successfully meet one type of the below referrals (a), (b) or (c)

a. New Preferred Customers with > RM250,000

in Deposit

b. New Preferred Customers with > RM250,000

in Deposit, Investment and/or Bancassurance

c. New Preferred Customers with > RM1mil

in Deposit, Investment and/or Bancassurance

(i) The Referee successfully becomes a CIMB

Preferred by placing a minimum aggregate total

Deposit only of RM250,000.00 (“AUM”) in any

Deposit Account(s) of CIMB under the Referee’s

sole or joint account where the Referee is the

primary account holder during the campaign

period; and
 

(ii) The Referee must maintain the minimum

aggregate total AUM of RM250,000 at all times for a

minimum of three (3) months from the month of

onboarding as CIMB Preferred.

(i) The Referee successfully becomes a CIMB

Preferred by placing a minimum aggregate total of

RM250,000.00 (“AUM”) in any Deposit Account(s)

and Investment and/or Bancassurance product(s)

(the selected participating product(s) can be

viewed at the Bank’s website at

www.cimbpreferred.com.my of CIMB). To meet

this, the participating product(s) must be under the

Referee's sole or joint account where the Referee is

the primary account holder during the campaign

period; and
 

(ii) The Referee must maintain the minimum

aggregate total AUM of RM250,000 inclusive of

Deposit, Investment and/or Bancassurance, at all

times for a minimum of three (3) months from the

month of onboarding as CIMB Preferred.

(i) The Referee successfully becomes a CIMB

Preferred by placing a minimum aggregate total of

RM1,000,000.00 (“AUM”) in any Deposit Account(s)

and/or Investment and/or Bancassurance

product(s) with minimum RM500,000 in Current

and Savings Account or Investment and/or

Bancassurance (the selected participating

product(s) and the eligibility criteria can be viewed

at the Bank’s website at

www.cimbpreferred.com.my of CIMB). To meet

this, the participating product(s) must be under the

Referee's sole or joint account where the Referee is

the primary account holder during the campaign

period; and
 

(ii) The Referee must maintain the minimum

aggregate total AUM of RM1,000,000 with

minimum RM500,000 in Current and Savings

Account or Investment and/or Bancassurance, at

all times for a minimum of three (3) months from

the month of onboarding as CIMB Preferred.

 

ii) The Assets Under Management (“AUM”) and Wealth products calculation amount is net of sales charges.

iii) Wealth products include Investments, Shariah-Compliant Investments, Bancassurance, and Bancatakaful products.

The selected participating Wealth products can be viewed at www.cimbpreferred.com.my. Please note, Term Investment

Account-i (“TIA-i”) and Daily Unrestricted Investment Account-i (“DURIAN-i”) are excluded.

iv) The referee must be either:
• A new to bank customer who is upgraded to CIMB Preferred within 3 calendar months, or

• An existing CIMB customer who is upgraded to CIMB Preferred by 2024, with less than RM10,000 AUM as of 31 December 2023, or, upgraded to CIMB Preferred by 2025 with less than RM10,000 AUM as of 31 December 2024.

4. The cash reward will be credited to the eligible customer(s)' active Saving Account/-i or Current Account/-i in CIMB

records within twenty to twenty-four (20-24) weeks after the month of onboarding as CIMB Preferred.

Member of PIDM.

CIMB Preferred Current Account/-i and Preferred Savings Account-i are protected by PIDM up to RM250,000 for each depositor.