Accredited Investor
Enter an exclusive circle with elevated investment opportunities
Accredited Investors can access a wider range of markets and instruments which are designed for more sophisticated investors.
While opting in as an Accredited Investor opens access to a broader range of opportunities, certain products may carry higher levels of complexity and risks. Accredited Investors are also exempted from certain regulatory safeguards and should carefully assess their own suitability before proceeding. For the relevant consent provisions, please refer to Schedule 2 of the Accredited Investor Declaration Form.
At OCBC Securities, your Trading Representative works closely with you to:
- Provide clarity on product features and risks
- Provide timely market information to help you navigate your trading journey
Eligibility requirements
To qualify, you will need to fulfil one of the following criteria:
The value of your net personal assets exceed S$2 million (or its equivalent in a foreign currency), with the value contributed by your primary residence being capped at S$1 million; or
The value of your financial assets (net of any related liabilities) exceed S$1 million (or its equivalent in a foreign currency); or
Your income in the preceding 12 months is no less than S$300,000 (or its equivalent in a foreign currency)
View the Accredited Investor Declaration Form here
Please note that you will be required to prepare and submit the relevant supporting documents as part of the application.
Disclaimers
Trading in capital markets products and borrowing to finance transactions (including, but not limited to leveraged trading or gearing) can be very risky, and you may lose all or more than the amount invested or deposited. Where necessary, please seek advice from an independent financial adviser regarding the suitability of any trade or capital markets product, taking into account your investment objectives, financial situation, or particular needs before making a commitment to trade or purchase the capital markets product. In the event that you choose not to seek advice from a financial adviser, you should consider whether the capital markets product is suitable for you. You should carefully consider and exercise caution in making any trading decision whether or not you have received advice from any financial adviser.
The information provided herein does not take into consideration your investment objectives, financial situation, and particular needs. Any reference to a company, financial product or asset class is used for illustrative purposes only. Where any graph, chart, formula or device is included, there may be limitations and difficulties in respect of its use. Where any historical information is included, past performance is not necessarily indicative of future performance. OCBC Securities Private Limited (“OCBC Securities”) makes no representations or warranties (including as to the accuracy, timeliness or adequacy) in respect of any information provided herein, or in your personalised AI watchlist (generated based on demographic data and your trading history with OSPL), and it should not be relied upon as such. Such information should not be construed as personal trading recommendations or financial advisory in any manner from OCBC Securities. OCBC Securities does not undertake any obligation to update the information or to correct any inaccuracy that may become apparent at a later time. OCBC Securities shall not be responsible for any loss or damage howsoever arising, directly or indirectly, as a result of any person acting on any information provided herein.
The information provided herein is intended for general circulation and/or discussion purposes only and may not be published or circulated in whole or in part without our prior consent.
Earn more from your shares with Share Lending
When you sign up for our share lending programme, you may be eligible to lend out selected shares in your cash portfolio and potentially earn lending fees of up to 8% p.a.^.
Power up your portfolio with Share Financing
Leverage up to 5 times your original value with cash pledged as collateral, and up to 4 times with shares pledged as collateral.
Get rewarded when you transfer your shares
Enjoy up to S$1,200 in cash and more when you transfer your shares and hold them with us. Get an additional S$100 when you opt in to our share lending programme. T&C apply.
^The lending of securities is not guaranteed, and the lending fee may vary depending on market conditions. OCBC Securities will only borrow your securities based on prevailing market demand, and there may be instances where some or all of your securities are not lent out.