The Mexican private-banking client doesn't get retained with a preferential rate or a dedicated banker: they get retained with the tangible object they show to their family, accountant and partners at the year-end dinner. The corp 56 final bundle ships a genuine leather wallet with RFID blocking, a roller pen with metal body and name engraving, a 64 GB AES-256 encrypted USB with their portfolio documentation, a hand-stitched A5 planner with leather cover, a wine bottle cooler with stainless tray, a leather golf set with tee, ball marker and divot tool, and an NFC card pre-loaded with their account manager's contact info. The CFDI 4.0 invoice goes out with key G03 (general expenses) under the premium loyalty programme line and is 100% deductible under the general regime.
The Mexican private-banking corporate competes against the brokerage house, the family office, the Socim and the independent asset manager offering the $50M MXN annual client a more elegant welcome package. What defines the next investment isn't the fund's return: it's the tangible object the client receives at their office that their accountant, family or partner sees for the next three years. The corp 56 final bundle materialises the relationship in leather, metal and wood.
The genuine leather wallet with RFID blocking protects the client's cards against contactless cloning, which grows 18% annually in Mexico per CONDUSEF data. The wallet has 8 card slots, bill pocket, zip coin pocket, transparent ID pocket and interior passport pocket. The leather is full-grain cowhide in black or chocolate brown with double stitching and satin nickel hardware. The bank logo debosses on the lower corner.
The 64 GB AES-256 encrypted USB stores the client's portfolio documentation: quarterly statement, 5 and 10-year projections, scenario simulations, legal documents (will, trust, power of attorney) and tax compliance. The encryption software is compatible with Windows, macOS and Linux and FIPS 140-2 compliant. The USB ships with the access code in a separate envelope to the account manager with signed acknowledgement.
For corporates with US or Canadian clients under USMCA, the kit ships with temporary customs entry for client personal effects and temporary export letter. The Mexican invoice goes out in MXN at the day's exchange rate and is paired with an American invoice when the bank requires it for their US books.
The complete kit weighs 2.2 kilos and ships in a reconstituted leather travel case in black or brown with magnetic closure, side handle and metal plate engraved with the client's name and anniversary date. Each element is wrapped in black tissue paper with silk ribbon and wax seal.
Full-grain cowhide wallet in black or chocolate brown with passive RFID blocking in all card slots for contactless cloning protection. 8 card slots, bill pocket, zip coin pocket, transparent ID pocket and interior passport pocket. Double stitching on edges, satin nickel hardware, magnetic button closure. Bank logo debossed on lower corner. Dimensions 11 × 9 × 2 cm closed. Production time 30 days per unit.
Roller pen with graphite or matte black metal body, spring clip, retractable mechanism, steel roller tip with black ink cartridge, standard international refill. Laser engraving of client name on the body and bank logo on the top cap. 32 gram weight. Individual packaging in velvet case with account manager's business card. Production time 15 days per unit.
AES-256 encrypted 64 GB USB with pre-installed encryption software, anodised aluminium case with protective cap, USB-A connector and USB-C adapter included. Stores portfolio documentation: quarterly statement, projections, simulations, legal documents and tax compliance. Compatible with Windows, macOS and Linux. FIPS 140-2 compliant. Black or graphite grey with laser logo on cap. Ships with access code in separate envelope to account manager with signed acknowledgement.
A5 hand-stitched planner with 240 pages of 100 g/m² acid-free cotton paper, full-grain cowhide leather cover in black with debossed logo and client name in gold stamping. Wine bottle cooler with stainless tray for 2 bottles, reconstituted leather exterior, 12-hour thermal insulation. Leather golf set with tee, ball marker and divot tool in individual case. MIFARE NTAG213 NFC card pre-loaded with account manager info (name, title, email, LinkedIn, phone). Compatible with iPhone 7+ and NFC-enabled Android.
The corp 56 final bundle runs in two invoicing modes. The first is per-client with CFDI 4.0 issued at contract signing or anniversary moment and per-line description. The second is per-segment annual with fixed unit price per tier invoiced against actual quarterly delivery, with payment complement at 30 days.
USO CFDI depends on the bank's tax regime and the area receiving the expense. For Régimen General with private banking or premier segment area, it invoices on key G03 (general expenses) under the premium loyalty programme line. For RESICO, it invoices on key G03 because the kit counts as retention investment. Accounting validates ahead of the first batch to confirm the right key and the specific expense account.
The 16% IVA breaks out line by line on the CFDI 4.0. For free-zone deliveries (typical of banks with clients in the free zone of Baja California or Quintana Roo), IVA is calculated at 0% and the Free Zone complement attaches with the SAT authorisation number. For deliveries with Carta Porte across state lines, the Carta Porte 3.0 complement attaches with the premium carrier's data (DHL, FedEx, Brinks).
Cancellation or correction of the CFDI runs within 24 hours of the request. Personalisation changes after delivery are handled by replacement with an additional charge and a new CFDI for the additional piece. A kit not delivered because of client cancellation before the anniversary is invoiced only when production had already started at least 5 business days in advance.
The corp 56 final bundle adapts to three premium segment tiers: Private Banking ($50M+ MXN annual clients), Premier ($10-50M MXN annual clients), Personal Select ($3-10M MXN annual clients). For Private Banking, all components ship with full-grain leather, precious metals, leather travel case packaging and Brinks premium delivery. For Premier, we simplify with reconstituted leather, standard metals and rigid case packaging with magnetic closure. For Personal Select, we ship in recyclable cardboard box with bank seal.
For corporates with premier segment across multiple regions (CDMX, Monterrey, Guadalajara, Mérida, Tijuana), the kits ship with signed acknowledgement from the account manager at the client's office or at the private home with security. Premium logistics runs with DHL, FedEx or Brinks depending on tier and delivery in 24 to 48 hours with signed confirmation from the recipient.
For clients with accounts in the US or Canada under USMCA, the kits ship with temporary customs entry for client personal effects and temporary export letter. The Mexican invoice goes out in MXN at the day's exchange rate and is paired with an American invoice when the bank requires it for their US books.
For clients with anniversary milestones (birthday, relationship anniversary, inheritance, retirement), the kits ship at the event with personalised presentation and client photo with the account manager. The invoice segregates from event expense for correct deductibility under the general regime.
Pricing in MXN before 16% IVA. Private Banking starts at $9,850 MXN per unit from MOQ 5. Premier starts at $5,420 MXN from MOQ 10. Personal Select starts at $2,890 MXN from MOQ 20. In annual programmes of 50+ Private Banking, 200+ Premier, 500+ Personal Select, the unit costs drop to $8,640, $4,720 and $2,440 respectively with safety stock reserved at our premium CDMX and Monterrey warehouses. The CFDI 4.0 invoice is issued at quarter close with full deductibility under premium loyalty expense.
Production runs 30 to 35 business days for kits with genuine leather and personalised hardware. Series above 50 kits require 40 to 45 business days with an 8-week lead time before the client anniversary. Premium delivery runs with DHL, FedEx or Brinks depending on tier and delivery in 24 to 48 hours with signed acknowledgement from the recipient.
For corporates with free-zone operations, the kits are assembled in Tijuana or Monterrey with cross-border delivery in 24 to 48 hours and Carta Porte at 0% IVA. For clients based in the US or Canada under USMCA, the kit ships with temporary customs entry for client personal effects and temporary export letter.
Yes. Each kit is personalised with client name and bank logo. Private Banking: name in debossed gold planner cover stamping, premium pen engraving and metal plate on travel case. Premier: name in gold planner cover stamping, pen engraving and standard metal plate. Personal Select: name in standard planner cover stamping and standard pen engraving. The client list confirmation closes 6 weeks before delivery to guarantee production time.
The kit is considered delivered and logged in the bank CRM. No return applies. The bank decides whether to give the kit to the client as a parting gesture (common practice in private banking) or to the next client hitting the tier. The original invoice remains as support for the deductible expense. For clients cancelled before the anniversary, the kit invoices only if production had already started.
Yes. For banks with clients in the free zone of Baja California or Quintana Roo, we deliver with 0% IVA CFDI and the Free Zone complement attached. The Carta Porte is issued with origin at our Tijuana or Cancún warehouse and destination at the client's private home. For clients based in the free zone, all three tiers ship with 0% and a fiscal address complement.
Yes. The wallet measures 11 × 9 × 2 cm closed, perfectly inside any cabin limit. The encrypted USB measures 6 × 1.5 × 1 cm, inside TSA standards for liquids in carry-on (doesn't apply). For clients flying business to the US, Canada or Europe for investment purposes, the kit ships without restrictions. The CFDI 4.0 includes technical description for per-diem deductibility when documented as part of the premium service programme.
Yes. For Private Banking, we add to the kit a selection of 2 bottles of premium Mexican wine (Casa Madero, Monte Xanic, LA Cetto, Vinos Don Julio, San Juanito) selected by the bank's sommelier. Each bottle is labelled with personalised sticker with client name and ships inside the wine cooler. The selection invoices separately with its own line on the CFDI 4.0 under the premium gift line. We verify legal drinking age with a copy of official identification.
Yes. For corporate banking B2B programmes, the three tiers ship to the corporate client's main contact with a corporate business card and letter from the corporate banking director. The tiers ship to the client's office with acknowledgement from the account responsible party and delivery photo for programme reporting. The invoice goes out under the client corporate's RFC with technical description per tier.