Note: An iOCBC OneToken or hardware token is required to complete your update online.

You can update your particulars conveniently through the iOCBC Mobile Trading app or the iOCBC online trading platform.

If you have access to the iOCBC trading platforms:

1. Log in to your account.
2. Navigate to More.
3. Select:
   
   • Personal Details on the iOCBC Mobile Trading app; or
   • Personal Details & Forms on the iOCBC online trading platform.
4. Review and update your personal particulars by following the on-screen instructions.

Your request will be processed within one business day. Once completed, you will receive a push notification via the iOCBC Mobile Trading app (if installed) and an email confirmation.

If you do not have access to the iOCBC trading platforms, please complete and mail the Account Information Update Form to OCBC Securities Investors Hub.

Mail the original signed form together with the required supporting documents to us. A separate form must be submitted for each account holder (i.e. first account holder and joint account holder, where applicable). Please note that requests submitted via fax or email will not be accepted.

Your update request will be processed upon verification that:

• Your signature matches our records;
• The form has been duly completed and is in good order; and
• The required supporting documents are submitted.

A Certified True Copy (CTC) of the supporting documents, certified by an Advocate & Solicitor, Notary Public, Singapore Embassy, or Justice of the Peace, is required.

Important: If your trading account is linked to a CDP Securities Account, please submit your update request by logging in to your CDP account. Any approved changes will be automatically reflected across all linked trading accounts.

Customer Account Review (CAR)

Customer Investment Profile (CIP)

Customer Knowledge Assessment (CKA) (For Leveraged Forex and Futures Account(s) Only)

Accredited Investor Declaration Form

Schedule 1

Schedule 2

EPS

Interbank GIRO

Instruction to auto credit funds to trust account

Withdrawal of funds (For Leveraged Forex and Futures Account(s) Only)

After you have successfully opened a basic trading account with us, we will assign buy and sell trading limits for the account.

Credit assessment will be conducted based on the information furnished in your account opening form. The trading limits will then be assigned in accordance with the credit assessment.

We will also take into account other considerations in determining the trading limits, including recommendations from your Trading Representative and relevant supporting documents e.g., recent CDP, bank account statement, or income tax assessment.

Contact your Trading Representative directly for clarifications or to review your trading limit.