1Collateral that may be pledged is subject to the Bank’s approval
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 Multi-Currency Short Term Loan Facility