OCBC Wealth Account | OCBC Premier Private Client

Introducing the enhanced Monthly Wealth Report

The new Wealth Report presents enhancements that deliver greater clarity on your portfolio's performance.

  • Segregation of your day-to-day banking holdings/transactions from your investment holdings and returns
  • Incorporation of your Wealth Portfolio(s) based on its Net Asset Value
  • Revised display of your Wealth Portfolio holdings based on the new Asset Classification Framework to easily filter the underlying asset structure, including a revision to the naming convention of Structured Investment / Structured Note holdings
Changes to your monthly summary
New: Your Wealth Portfolios