Online Unit Trust Campaign

Get a RM228 welcome bonus cash reward when you invest in OCBC Online Unit Trust.

To enjoy this cash reward, simply open a Unit Trust account and invest at least RM5,000 using the OCBC Malaysia Mobile Banking app from 24 July 2023 to 24 October 2023.

For

new OCBC customer
existing OCBC customer

how to qualify

Step 1

Open an OCBC Flex Account.

Step 2

Open a Unit Trust account and invest in any Unit Trust fund (except for money market funds) with a minimum lump sum of RM5,000 via the OCBC Malaysia Mobile Banking app during the campaign period.

Step 3

Stay invested and get a RM228 cash reward.

Disclaimers:

Campaign runs from 24 July 2023 to 24 October 2023, or once the total allocation of RM135,000 campaign reward is reached, whichever earlier (“Campaign Period”).
A one-time RM228 cash reward will be credited to your OCBC savings account/savings account-i within 6 weeks after the end of the month in which you make the purchase.

For more information, please refer to the terms and conditions.

how to qualify

Step 1

Open a Unit Trust account and invest in any Unit Trust fund (except for money market funds) with a minimum lump sum of RM5,000 via the OCBC Malaysia Mobile Banking app during the campaign period.

Step 2

Stay invested and get a RM228 cash reward.

Disclaimers:

Campaign runs from 24 July 2023 to 24 October 2023, or once the total allocation of RM135,000 campaign reward is reached, whichever earlier (“Campaign Period”).
A one-time RM228 cash reward will be credited to your OCBC savings account/savings account-i within 6 weeks after the end of the month in which you make the purchase.

For more information, please refer to the terms and conditions.

take control of your investment at your fingertips

Open a Flex Account and grow your wealth via OCBC Malaysia Mobile Banking app in just a few simple steps. Refer to the step-by-step guide below.

Open a Flex Account
Select Funds
Purchase Funds

Your first savings account with OCBC Bank.

Your first savings account with OCBC Bank.

1

Launch your OCBC Malaysia Mobile Banking app, tap on the “Flex Sign Up” icon which is located at the bottom of Login Page. Tap on “Sign up for Flex now” to proceed.

2

Key in your personal details and let’s get started for Flex Account Opening.

3

Scan your MyKad (front and back) and record a Selfie of yourself to complete your identification verification.

4

Fill in the sign up form and create your Login ID and Password, if you are not an existing OCBC Online Banking user.

5

Once completed, log in to your account, tap on “What you have” and fund your Flex Account via 1st party instant funding (FPX) to complete the account opening process. It’s that easy!

Learn more about OCBC Flex Account.

Your investment journey starts here.

Your investment journey starts here.

1

Log in to OCBC Malaysia Mobile Banking app, tap the “=” Menu on the top left and select “Invest”.

2

Tap on “Unit Trust”, select a Risk Profile category and tap “Save”.

3

Select the fund tile to view the fund details, such as past performance, dividend history, asset allocation, fund documents (i.e. Prospectus and Product Highlight Sheet) etc. Tap “Invest in this fund” if you wish to purchase.

4

Tap on “Next” to answer the Financial Ability Assessment (FAA) questions.

5

Once completed, tap “Next” to proceed with your Unit Trust purchase.

Complete your investment with an OTP.

Complete your investment with an OTP.

1

Enter the required details and tap “Next” to proceed.

2

Review and confirm your Unit Trust purchase details and “Slide to buy”.

3

Key in 6-digit OTP code and tap “Submit”.

4

Your purchase request is completed. You will receive an acknowledgement for your purchase request. Tap “See your investments” to view your Unit Trust Portfolio.

current promotion

OCBC Flex Account Opening Promotion

RM68 Welcome Cash Reward awaits when you open a new OCBC Flex Account. Earn up to 3.70% p.a. with our all-new Spend Bonus and Wealth Bonus, while still enjoying the freedom to switch funds between Save & Spend Pots.

Promotional period: 1 June 2023 to 31 August 2023

Sign up now

Note: The all-new Spend Bonus and Wealth Bonus are open to all existing and new customers during the promotional period.

Terms and conditions apply.