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AUM / CUM Calculation Conditions (Starting from March 2023)
| Product | AUM / CUM Calculation Conditions | |
|---|---|---|
| AUM | Current Account / Savings Account | based on account balance as at the month end |
| Fixed Deposits | based on account balance as at the month end | |
| Mutual Funds | Derived from a monthly NAV. at month end | |
| Primary Bond, Structure Debenture, Other investment products with special condition as stipulated by the Bank i.e. Perpetual Bond | Derived from new investment for a consective 6 month of calendar year |
|
| Secondary Bondy | Derived from new investment for a consecutive 6 month of calendar year, excluding the amount of the bonds duly redeemed. | |
| Bancassurance (only Life Insurance & Unit Linked) | based on total insurance premiums payment during the past 12-consecutive calendar months | |
| CUM | Secured Loan (including Wealth Credit Line) | based on loan outstanding as at the month end / WCL ,derived from the drawn down amount at month end. |
| Unsecured Loan | based on loan outstanding as at the month end |
Monthly Preferred Points
| Customer Tiers | 1a Requirement (AUM) | 1b Requirement (CUM) | Preferred Points per month |
|---|---|---|---|
| Private Wealth | > THB 30 million | > THB 30 million | 1,000 |
| Preferred Elite | THB 10 - 29.99 million | THB 10 - 2.99 million | 300 |
| Preferred | THB 3 - 9.99 million | THB 3 - 9.99 million | 100 |