OCBC WEALTH ACCOUNT

Your assets.
All in one place.

Managing an active investment portfolio can be challenging. That is why starting February 2022, we have enhanced our wealth management platform so that you will have a holistic view of your wealth and be able to instantly track the performance of your investments. You will also be able to manage and review your cashflows and returns better.

To cater to the wealth platform upgrade effective 3 February 2022, the terms and conditions governing both OCBC Premier Banking and OCBC Premier Private Client have been consolidated into one and named as the OCBC Premier Banking and OCBC Premier Private Client Terms and Conditions.

The new Terms and Conditions will not change your current status as a client of OCBC Premier Banking or OCBC Premier Private Client.

BENEFITS
Oversee your portfolios easily with OCBC Wealth Account

Review at one glance

Monitor all your investments from the convenience of a single Wealth Account.

Learn more

Your investment holdings will be consolidated into a single Wealth Account and segregated from your day-to-day banking accounts.

This approach gives a more meaningful portfolio performance calculation.

Track on the go

View your fund performances and contract notes, online.

Learn more

Enjoy greater clarity

Your investment holdings will be categorised based on the underlying assets instead of the investment product types.

 

Expanded suite of wealth products

Gain access to our extended range of products, like the Multi Currency Current Account.

Bank from anywhere

Perform banking and investment transactions securely through phone without having to go to the bank or complete a form.

Review at one glance

Monitor all your investments from the convenience of a single Wealth Account.

Learn more

Your investment holdings will be consolidated into a single Wealth Account and segregated from your day-to-day banking accounts.

This approach gives a more meaningful portfolio performance calculation.

Track on the go

View your fund performances and contract notes, online.

Learn more

Enjoy greater clarity

Your investment holdings will be categorised based on the underlying assets instead of the investment product types.

 

Expanded suite of wealth products

Gain access to our extended range of products, like the Multi Currency Current Account.

Bank from anywhere

Perform banking and investment transactions securely through phone without having to go to the bank or complete a form.

WEALTH REPORT ENHANCEMENTS

Greater clarity on your portfolio’s performance with the new Wealth Report

The enhanced Wealth Report now features your Wealth Portfolio under the new OCBC Wealth Account to make it easier for you to analyse the composition and performance of your investment holdings.

What’s new:

  • Your day-to-day banking holdings and transactions are now segregated from your investment holdings and returns
  • Your Wealth Portfolio is now presented based on its Net Asset Value
  • Your Wealth Portfolio holdings are now displayed according to a new Asset Classification Framework based on the underlying asset structure, with a revision to the naming convention for Structured Investments

Look forward to more updates from us on how you can better understand the benefits of your new Wealth Report. Stay tuned.

WEALTH FINANCING
Maximise the value of your assets for greater financing flexibility

The assets in your portfolio will now be automatically pooled to enhance your wealth borrowing power.

By making full use of the value of your holdings with us, you can choose to reinvest them in our comprehensive suite of wealth products or divert them to key investment opportunities. Reach out to your Relationship Manager or Client Advisor for more details.