Multiply your investment power to seize market opportunities

Multiply your investment power to seize market opportunities

Attractive financing rates
Maximise the potential of your assets to increase your investment power

Heighten your wealth opportunities with Wealth Financing Solutions

Maximise the potential of your existing portfolio to take advantage of market opportunities and increase your investment power. Get extra funds by securing your portfolio with us and re-investing them in our holistic suite of wealth products to further diversify your portfolio with no additional cash outlay required.

Available financing

  • Loan tenure available up to 6 months
  • Interest only loan with auto-rollover on principal
  • Attractive financing rates

Various acceptable

Time Deposit, Structured Deposits, Dual Currency Returns, Unit Trusts, Bonds and Shares

Multiple currencies for drawdown

Up to 10 currencies available for drawdown – SGD, USD, GBP, CHF, EUR, JPY, AUD, NZD, CAD and HKD.

1Collateral that may be pledged is subject to the Bank’s approval

Here’s an example of how Wealth Financing works

Assume you have a $750k investment portfolio

  $750k investment portfolio With Wealth Financing
Principal $750,000 $2,500,000 1
Coupon Received Per Annum $37,500 $125,000
Interest for Portfolio Financing Facility N.A. $43,750 2
Net Coupon $37,500 $81,250
Potential Returns Per Annum 5% 10.83%

1 Using Advance ratio (AR) at 70%, with pledging of the collaterals at maximum borrowing potential.

2 All in interest rate is illustrated to be 2.5% per annum.

The above numbers are for illustration purposes and do not constitute to actual performance or returns. Rates and AR are subject to change by the Bank.

Terms and Conditions for the relevant Wealth Financing Facility apply

Important Notice

The information provided herein is for general information only. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person, and does not constitute an offer or solicitation to provide financing to any particular person or to enter into a transaction.

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.

Terms and Conditions

Terms and Conditions governing Bank’s General Credit and Trading Facilities