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                            Hanxiao Zhang
                          Lead Coordinator
                         +86-13826586703
                        hzhang@cudyll.com

                       

PERSONAL BANKING

Choosing the right investment account and the right solution keeps your money and financial plans moving forward. CUDYLL offers personal banking services that let you make international transfers securely and safely, review your account 24 hours day, 7 days a week, to instantly review all account information, monthly statements, trade confirmations, tax statements, and more. Your CUDYLL advisor will provide you with a convenient service anytime you want it. Through CUDYLL, you obtain global real-time quotes, news and research reports that help you stay up-to-date and helps you make well-informed investment decisions.

Self Directed Accounts

CUDYLL clients can purchase stocks and bonds directly, or indirectly through Exchange Traded Funds (ETFs), Mutual Funds, Closed-End Funds, Unit Investment Trusts, as well as futures and options and cash currencies and more, all within their own account. CUDYLL clients can do this however and whenever they choose, without paying any per transaction commissions. Your CUDYLL advisor can provide all the information to help you utilize this type of account in a way that complements your investment goals.

Fund Accounts

CUDYLL offers a professional mutual fund wrap account solution that ranges in degree of risk and investment minimums to suit each client's unique profile. Your CUDYLL advisor will assist you in identifying the portfolio best suited to your specific financial goals.Strategically chosen funds will provide consistent and sustainable positive performance over the long term, regardless of market conditions over the short term.

Margin Lending

CUDYLL helps negotiate you margin lending, to procure competitive equity loans, collateralized by your broker's accounts.


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