(1) The value of your net personal assets exceed S$2 million (or its equivalent in a foreign currency), subject that the value of your primary residence being capped at S$1 million; or
(2) Your income in the preceding 12 months is no less than S$300,000 (or its equivalent in a foreign currency); or
(3) The value of your financial assets (net of any related liabilities) exceed S$1 million (or its equivalent in a foreign currency).
Accredited Investors (AIs) are assumed to be better informed, and better able to access resources to protect their own interests, and therefore require less regulatory protection. Investors who agree to be treated as AIs therefore forgo the benefit of certain regulatory safeguards. For example, issuers of securities are exempted from issuing a full prospectus registered with the Monetary Authority of Singapore in respect of offers that are made only to AIs, and intermediaries are exempted from a number of business conduct requirements when dealing with AIs. You should consult a professional adviser if you do not understand any consequence of being treated as an AI.
At OCBC Premier Private Client, your queries deserve the right expertise. Get better perspectives on different markets from our OCBC Wealth Panel who are on hand to provide you with detailed advice that is considered and personalised.
Access investments that are not available to retail investors and get them exclusively tailored to your needs as an Accredited Investor. Bespoke wealth solutions include alternative funds, structured investments, and legacy planning.
Revision to certain Terms and Conditions
On 1 February 2025, we will revise the following Terms and Conditions:
Here is how you can view the details:
Inclusion of fee for FX Capped Return investments in our OCBC Premier Private Client Fees and Charges guide
On 1 December 2024, we will update the Investment Business section of our OCBC Premier Private Client Fees and Charges guide to include a fee for FX Capped Return investments.
For details, read our revised OCBC Premier Private Client Fees and Charges guide which will take effect on 1 December 2024.
Revision in Premier Banking and Premier Private Client Terms & Conditions from 1 December
The OCBC Premier Banking and OCBC Premier Private Client Terms and Conditions will be revised with effect from 1 December 2024 to reflect updates to Section A: General Terms and Conditions Applicable to All Services.
Terms and Conditions of OCBC Premier Private Client Referral Programme
OCBC Premier Banking and OCBC Premier Private Client Terms and Conditions
Terms and Conditions Governing OCBC Premier Private Client (Accredited Investor) Welcome Programme
Terms and Conditions Governing OCBC Investment Products and Services
Terms and Conditions Governing OCBC Premier Dividend+ Savings Account Interest Rates
OCBC Premier Private Client Fees and Charges Guide