Transcription of ERISA Section 408(b)(2) Disclosure Document Citi ...
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ERISA Section 408(b)(2) Disclosure Document Citi ...
ERISA Section 408(b)(2) Disclosure Document citi investment advisory programs I. Introduction This Disclosure Document ( Disclosure Document ) provides an overview of the fees and other compensation charged for or otherwise related to investment advisory programs (each, an investment Program ) provided by Citigroup Inc. ( Citigroup ), Citigroup Global Markets Inc. ( CGMI ), Citibank, ( Citibank ), citi Private advisory , LLC ( CPA ) and other Citigroup affiliated businesses (collectively referred to as citi ), with respect to certain employee benefit plans that participate in an investment Program.
ERISA Section 408(b)(2) Disclosure Document Citi Investment Advisory Programs III. Explanation of Status/Capacity In providing the services contemplated under the Client Documents, CGMI is acting as a fiduciary under ERISA in
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