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Monthly Investment Plan
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 Monthly Investment Plan

What would be a good investment strategy to adopt in these turbulent times for those with a moderate risk appetite and a long term horizon?
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 Promotions

Invest at least S$300 per month for 12 months* in the following fund houses and get an exclusive free gift :

Schroders USB Flash Drive

Aberdeen Travel Accessories Set

 AllianzGI Cash Card

  

 

This offer is valid for a limited time only, so take action immediately!    Get Details now»


   Promotion Terms and Conditions apply.
* Monthly investment must be successfully debited for 12 successive times without termination Monthly Investment Plan with  the respective fund houses


Promotion Terms and Conditions

  • Offer is valid from 1 January 2009 to 31 July 2009 or while stocks last, whichever is earlier.
  • To qualify for a USB flash drive, your duly completed Monthly Investment Plan (MIP) application for the following Schroders funds must be received by OCBC Bank during the promotion period, the monthly investment amount must be at least S$300 a month, and the monthly investment must be successfully debited for 12 successive times without termination of the MIP from the effective date of the MIP. If any of such qualification criteria is not met, you shall reimburse OCBC Bank for the cost of the gift and in this regard OCBC Bank may debit any of your accounts maintained with OCBC Bank for such amount. For the avoidance of doubt, customers are not permitted to return the gift to OCBC Bank in lieu of such repayment:
    • Schroder BRIC Fund SGD (Class A)
    • Schroder Singapore Trust Fund SGD (Class A)
  • To qualify for an exclusive Aberdeen Travel Accessories Set, your duly completed MIP application for the following Aberdeen funds must be received by OCBC Bank during the promotion period, the monthly investment amount must be at least S$300 a month, and the monthly investment must be successfully debited for 12 successive times without termination of the MIP from the effective date of the MIP. If any of such qualification criteria is not met, you shall reimburse OCBC Bank for the cost of the gift and in this regard OCBC Bank may debit any of your accounts maintained with OCBC Bank for such amount. For the avoidance of doubt, customers are not permitted to return the gift to OCBC Bank in lieu of such repayment:
    • Aberdeen Pacific Equity Fund SGD (Class A)
    • Aberdeen Global Emerging Markets Fund SGD (Class A)
    • Aberdeen Asian Smaller Companies Fund SGD (Class A)
    • Aberdeen Asian Credit Opportunities Fund SGD (Class A)
  • To qualify for a limited edition AllianzGI Cash Card, your duly completed MIP application for the following Allianz GI funds must be received by OCBC Bank during the promotion period, the monthly investment amount must be at least S$300 a month, and the monthly investment must be successfully debited for 12 successive times without termination of the MIP from the effective date of the MIP. If any of such qualification criteria is not met, you shall reimburse OCBC Bank for the cost of the gift and in this regard OCBC Bank may debit any of your accounts maintained with OCBC Bank for such amount. For the avoidance of doubt, customers are not permitted to return the gift to OCBC Bank in lieu of such repayment:
    • AllianzGI Choice Equity Fund SGD (Class A)
    • AllianzGI RCM Global Twin-Focus Fund SGD (Class A)
  • This promotion is limited to one gift per customer. OCBC Bank reserves the right to substitute the above gifts with an item of similar value.
  • The gift cannot be exchanged for cash or otherwise.
  • OCBC Bank shall not be responsible for the quality, merchantability or the fitness for any purpose or any other aspects of any gift. Without prejudice to the generality of the foregoing, OCBC Bank shall not at any time be responsible or held liable for any damage or defect in the gift, and / or any loss, injury, damage or harm suffered or incurred by or in connection with the gift by any person.
  • OCBC Bank reserves the right to waive / vary / amend any of these terms and conditions without prior notice.

Other Important Information.

A copy of the prospectus of the unit trust funds is available and may be obtained from www.ocbc.com, the Fund Manager, or any of its approved distributors. Potential investors should read the prospectus for details on the unit trust funds before deciding whether to subscribe for or purchase units in the unit trust funds.  The value of the units in the unit trust funds and the income accruing to the units, if any, may fall or rise. 

Investors may wish to seek advice from a financial adviser before making a commitment to purchase the unit trust funds.In the event that an investor chooses not to seek advice from a financial adviser, he should consider whether the unit trust funds in question are suitable for him.

No representation or warranty whatsoever (including without limitation any representation or warranty as to accuracy, usefulness, adequacy, timeliness or completeness) in respect of any information (including without limitation any statement, figures, opinion, view or estimate) provided herein is given by OCBC Bank and it should not be relied upon as such. OCBC Bank does not undertake an obligation to update the information or to correct any inaccuracy that may become apparent at a later time. All information presented is subject to change without notice. OCBC Bank shall not be responsible or liable for any loss or damage whatsoever arising directly or indirectly howsoever in connection with or as a result of any person acting on any information provided herein.

OCBC Bank, its related companies, their respective directors and/or employees (collectively “Related Persons”) may have positions in, and may effect transactions in the products mentioned herein. OCBC Bank may have alliances with the product providers, for which OCBC Bank may receive a fee. Product providers may also be Related Persons, who may be receiving fees from investors. OCBC Bank and the Related Persons may also perform or seek to perform broking and other financial services for the product providers.

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