Credit Suisse PB APAC app A game changer in your hands · Portfolio Performance Portfolio(s)...

5
Credit Suisse PB APAC app A game changer in your hands

Transcript of Credit Suisse PB APAC app A game changer in your hands · Portfolio Performance Portfolio(s)...

Page 1: Credit Suisse PB APAC app A game changer in your hands · Portfolio Performance Portfolio(s) Overview Get started today The Credit Suisse PB APAC app will be available for download

Credit Suisse PB APAC appA game changer in your hands

Page 2: Credit Suisse PB APAC app A game changer in your hands · Portfolio Performance Portfolio(s) Overview Get started today The Credit Suisse PB APAC app will be available for download

Advantage Set, Ready, and Go

Stay on top of your game with the Credit Suisse PB APAC app. The App, exclusively for our private banking clients, serves you powerful advantages such as convenient access to your portfolio(s), market data and Credit Suisse Investment Strategy and Research publications.

The App is available for download on supported iPad, iPhone, Android mobile devices1 and a version is also accessible via web browser. So, whether you prefer a quick update on your smartphone or a more detailed review on your tablet or desktop, a new way of banking is available to meet your needs. Download and access the Credit Suisse PB APAC app today, and enjoy an unparalleled experience.

Page 3: Credit Suisse PB APAC app A game changer in your hands · Portfolio Performance Portfolio(s) Overview Get started today The Credit Suisse PB APAC app will be available for download

The Credit Suisse PB APAC app puts you in control of your wealthWith its intuitive design and relevant content, you are able to stay up to date on the financial events that matter most to you with the ability to also take timely action.

Take advantage of the App’s powerful, new, digital functionalities2:

Portfolio Overview:

Watchlist and Notifications:

Access your portfolio(s) at your convenience

Market News and Credit Suisse Research Publications: Experience Credit Suisse Investment Strategy and Research and market news through your device

Trading Tools: (Available in 2018)Seize market opportunities

• View global and regional market news• Track the performance and other

pertinent data of companies, financial instruments and major indices

• Access the latest Credit Suisse Investment Strategy and Research publications

Portfolio Risk Analyzer: (Available in 2018)Assess the risk exposure of your portfolio(s) • Review the current risk status of the

portfolio versus the selected risk exposure

• Review the instruments within the portfolio that contribute most to the risk of the portfolio

• Simulate portfolio performance in various historical market event scenarios

• Trade securities on major global exchanges

• Execute foreign exchange (FX) spot and forward trades

• View up-to-date order history of orders placed including the status of more recently executed trades

eDocuments and Go Green:(Available in 2018)Retrieve your bank documentselectronically through your device

• Obtain a summary of your portfolio(s) at a glance – performance, cash and cash equivalent, balance available to invest, income, expenditure, asset and currency allocation

• Review detailed portfolio information – positions viewer, performance comparison against selected benchmarks, cash balances and transactions history

Monitor your selected financial instruments with timely updates

1

• Create a personal multiple asset watchlist of financial instruments

• Subscribe to notifications on FX and equity trade activity and market data events

Quick Access: Unlock access to the App with state-of-the-art security technology

• Login with fingerprint authentication as an alternative to entering your username and password

• Download the SecureSign Asia Pacific app from the Apple App Store, which serves as a convenient alternative to your token for completing second factor authentication

• Receive and download the latest bank statements, correspondences and advices in the electronic format

• Access archived copies (up to 12 months) with ease whenever you need

• Have the option to go paperless and suppress physical printing and mailing of selected statements and transaction advices

Page 4: Credit Suisse PB APAC app A game changer in your hands · Portfolio Performance Portfolio(s) Overview Get started today The Credit Suisse PB APAC app will be available for download

For more information, please call our Customer Care Centre at 1800 65 9902 (within Australia) or +61 2 8205 5902 (outside Australia) or your Relationship Manager.

Pre-arranged Video CallPortfolio Performance

Portfolio(s) Overview

Get started today

The Credit Suisse PB APAC app will be available for download from the App store or Play Store with a web version of the App also accessible via a web browser. Start your new digital banking journey with us today.

For Web BrowserAccess the web version of the App via your desktop or laptop browser at

https://dpb-apac.credit-suisse.com/web/index.html

For iPad, iPhone and Android DevicesSearch for “Credit Suisse PB APAC” on the Apple App Store or Google Play Store, as applicable.

Page 5: Credit Suisse PB APAC app A game changer in your hands · Portfolio Performance Portfolio(s) Overview Get started today The Credit Suisse PB APAC app will be available for download

If you do not wish to receive marketing materials from us relating to the Credit Suisse Private Banking Asia Pacific app, please contact our Data Protection Officer at [email protected] (for Credit Suisse AG, Hong Kong Branch), [email protected] (for Credit Suisse AG, Singapore Branch) or [email protected] (for Credit Suisse AG, Sydney Branch) and we will cease sending you promotional materials relating to the app (without charge to you).

iPad, iPhone and App Store are trademarks of Apple Inc. Android and Play Store are trademarks of Google Inc.Copyright © 2017 Credit Suisse Group AG and/or its affiliated companies. All rights reserved.

CREDIT SUISSE AG

Sydney, New South Wales 2000Australia

Level 31, Gateway1 Macquarie Place

credit-suisse.com

Melbourne 3000Australia

101 Collins StreetLevel 41

Footnotes: 1 Credit Suisse PB APAC app is compatible with iOS 9 and above, as well as Android Lollipop (5.0)

operating system and above.2 Depending on your country of residence or incorporation, and/or the location of your Credit Suisse

account and team member(s), you may not be eligible for access or certain features may be restricted or not available.