a)      For new OCBC Securities client, the Login ID and Password will be posted to you separately. The default Login ID will be your trading account number in a 7-digit format (e.g.: 0123456).

b)      For existing OCBC Securities client who have just applied for the iOCBC online trading account, the default Login ID will be your existing trading account number in a 7-digit format (e.g.: 0123456). Only the password will be posted to you.

c)      For existing iOCBC clients who have applied for an additional trading account, kindly use your existing Login ID and Password to login (single login concept). We will not issue any new Login ID and password.

The iOCBC online trading platform is a single login concept for multiple trading accounts for the same client. Therefore, you only require one set of User ID and Password to access all the online trading accounts under your name.

Please ensure that you have selected the correct trading account on the buy / sell ticket before proceeding with your order submission.

The iOCBC online trading platform is a single login concept for multiple trading accounts for the same client. Therefore, you only require one set of User ID and Password to access all the online trading accounts under your name, including your joint account provided that your name come first in the joint account.

Note:

If you wish to receive separate User IDs and Passwords for your joint trading account, kindly indicate on the account opening form before we process your joint trading account opening form.

iOCBC does not allow simultaneous logins. The 1st  terminal will be logout automatically once you login on the 2nd terminal. For example, if you are currently logged into iOCBC on your computer, you will be logged out of the session when you login into the 2nd terminal say, an iPhone.

To change your User ID and Password, simply click on ‘Account Mgmt’ menu:

a)      User ID

The new User ID chosen has to be alphanumeric and bearing 6 to 15 characters, cannot contain all numbers

(Example of acceptable User ID:  XYZ123456 or xyz123456)

b)      Password

The new Password chosen has to be alphanumeric and bearing 6 to 15 characters, its case sensitive (e.g. ABC123, abc123).

Note:

Special symbols (e.g.,& , { , ! , $, etc)  are not allowed for both User ID and Password

For added security, your new password cannot contain consecutive repeated characters

Example of acceptable new password by the system: london480

Example of non-acceptable new password by the system: apple2008 (whereby it contains repeated "p" and repeated "0" consecutively)

For added security, we have implemented periodic password change in our system. You are required to change your password every 300 days.

Your existing password will still be valid if you did not login to iOCBC for more then 300 days. Upon successful login, you will be prompt to change to a new password.

The previous password can only be recycled upon 3 password changed cycles.

To arrange for a new password to be mailed to you, please call us at 1800 338 8688 or (65) 6338 8688.

Your account will be "blocked" if you have made 5 consecutive unsuccessful login attempts.

Please call us at 1800 338 8688 or (65) 6338 8688 for further assistance.

Please ensure you do not key in any special characters like ‘@, $, %’ etc.  If problem still persists, please proceed to log out and re-login again.

If you have more than one online trading account, our system will display your lowest numbered trading account number as the default trading account.

Kindly use the ‘Trading A/C Number’ drop-down menu on the buy / sell order ticket to trade via your preferred trading account.

Please ensure that you have selected the correct trading account on the buy / sell ticket before proceeding with your order submission.

To change your default trading account on iOCBC:

1. Click on the “Account Mgmt” Tab
2. Click on the “Personalise” Tab
3. Use the option “Set my default trading account to” and select your default account.
4. Click on the “Submit” button to set the changes.

 For a visual explanation of the above, please refer to the step-by-step user guide to change your default trading account.

Please ensure that you have selected the correct trading account on the buy / sell ticket before proceeding with your order submission.

You can double-check the details at the order book again. If you have made a mistake in selecting the wrong trading account number, please withdraw and resubmit your order again immediately.

In the event that the order is fulfilled and cannot be withdrawn, please contact your Trading Representative immediately for further assistance.

If you have sold the wrong shares or wrong quantity, kindly perform a buy back on your own immediately on the same trading day.
SGX will regard the sale transaction as a “short-sell” and will conduct a buying-in on Due Date +1 market day. If :

• you are unable to cover back the short position on the same trading day; or
• you only realized your mistake on the next market day and do not have existing shares in the free balance of your CDP account on due date for delivery.

During such a situation, the information in sections (8) and (9) will apply.

For more information on the penalty fees for buying-in, kindly refer to SGX website.

Click here to find out more on Shares Borrowing Account. This facility allows you to borrow shares real-time and online for immediate covered short selling.

Unfortunately we are unable to make any exceptions on this case. We advise you to exercise prudence in your online order submission. You will not be able to perform a buy back on your own on the subsequent day to cover this short-sold position as the due date of the purchase contract will be after that of the short-sold position.
 
In the event that you do not have existing shares in the free balance of your CDP account on due date for delivery, SGX will regard the sale transaction as a “short-sell” and will conduct a buying-in on Due Date +1 market day.

During such a situation, the information in sections (8) and (9) will apply.

For more information on the penalty fees for buying-in, kindly refer to SGX website.

Click here to find out more on Shares Borrowing Account. This facility allows you to borrow shares real-time and online for immediate covered short selling.

This is not advisable as the iOCBC current portfolio only captures transactions via OCBC Securities Pte Ltd and is only an indicative representation of your portfolio.

Please note that the following actions will not be updated on the iOCBC Current Portfolio:

a)       Allotment of Initial Public Offering (IPO) shares;

b)       Shares purchased / sold via other securities firms

c)       Shares transferred inwards or outwards

d)       Any corporate actions such as Shares Consolidation, Shares Split, Rights Issue and Bonus Issue

e)       Full or Partial CPF revoked trades 

Kindly verify your actual holdings  against your CDP / CPF Investment / SRS / Share Financing / Custodian statements. Any positions which are oversold by client will be constituted as ‘Short Selling’ and will be subjected to buying-in by SGX on Due Date + 1 market day.

To avoid selling the wrong quantity due to corporate actions, we strongly encourage you to read the Company Announcement at SGX, Bursa Malaysia or other Exchanges’ websites for the latest corporate before you submit your order online.

• Singapore Stock Exchange (SGX)           
• Bursa Malaysia
• Hong Kong Stock Exchange (HKSE)        
• Thailand Stock Exchange (SET)
• Indonesia Stock Exchange (IDX)            
• Phillipine Stock Exchange (PHS)
• NYSE Euronext (NYSE / AMEX)
• NASDAQ

SGX will regard the sale transaction as a short-sell and will conduct a buying-in on Due date if:

• you are unable to cover back the short position on the same trading day ; or
• you do not have sufficient “free balance” securities in your CDP account by 12 noon on due date (ie  T+3 market days) for delivery*.

* Note : With effective settlement date of 14 December 2009 onwards, CDP will not accommodate any withdrawal of buying-in requests on T+3 should the securities subsequently become available on T+3 after the 12.00pm cut-off time.

a) Penalty Fees for buying-in by SGX

If the buying-in is completed by SGX at the end of Trade Date +3, no penalty will be imposed. However, if the buying-in by SGX is unsuccessful on Trade Date +3, SGX will continue on Trade Date +4 and Trade Date+5. SGX will impose a penalty of S$1000 or 5% of the value of the failed trade that was not bought-in (whichever is higher) at the end of T+3. OCBC Securities reserves the right to recover such fine/penalty arising from the failed delivery from the client.

b) Other Fees for buying-in

Processing fee by SGX : S$75 per contract

Commission charged by SGX : 0.75% of contract value

Note :

All fees are subject to the prevailing GST rate
Client will need to settle any losses and fees that were incurred from the buying-in conducted by SGX.

Other additional information on buying-in
If buying-in is unsuccessful by end of T+5 and that CDP requires OCBC Securities to procure the requisite securities from T+6 onwards, SGX will impose a fine of S$5,000 for each day a sell contract is overdue. If the sell contract is still overdue after T+7, SGX may refer the matter to the Disciplinary Committee, a penalty of not less than $20,000 may be imposed.

More details are available at here.

Buying-in is carried out on T + 3 (3pm - 5pm) in a separate market, different from the regular board-lot market that you see on the online trading system. The buying-in bid price, as determined by CDP, will be 2 minimum bids above the highest of the closing price of the previous day, the reference transacted price or the reference bid price.

For the purpose of this Rule, the reference transacted price and the reference bid price will be any of the last transacted prices and bid prices in the 1-hour preceding the commencement of buying-in, as determined by CDP.

Please note that if the shares are not bought in immediately in the buying-in market, CDP shall have absolute discretion to raise the price bid by 2 minimum bids, from time to time throughout the Market Day until they are able to buy-in the shares for you.

If the securities cannot be obtained by the close of the second Market Day, CDP may require the short Clearing Member to procure the securities within the time stipulated by CDP.  SGX will publish on its website the list of shares pending buying-in.

Short-selling must not be conducted in the buying-in market. Participants who fail to deliver in the buying-in market may be liable to penalties of not less than $20,000 and / or disbarment from participation in the buying-in market.

More details are available at here.

After you have successfully opened a cash 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 (eg : recent CDP, bank account statement, or income tax assessment)

You have to trade within the assigned trading limits. Once you have reached your approved online trading limit, you will not be able to trade further in your iOCBC account until the trades are fully settled.

Example:

*Buy order for 1,000 AAA shares at S$1.50 on 4 April 2011 will be rejected immediately in iOCBC as the buy trade value of S$1500 exceeds the remaining available buy limit of S$600.

As these accounts are leveraged trading accounts based on collateral value, kindly refer to the FAQs listed below:

a. Share Financing Account

b. Share Borrowing Account

(a)  Asian Markets

To view the available trading limit for Asian markets, you may select any of the stock listed in Asian Markets (e.g. SGX) and call-out the buy/sell order ticket accordingly.

(b) Non-Asian Markets

To view the available trading limit for Non-Asian markets, you may select any of the stock listed in Non-Asian Markets (eg : US, UK) and click on the stock name to call-out the buy/sell order ticket.

Effective 3 May 2011, you can enjoy instant limit recycling for SGX contra trades. You can continue with your trading without going through the hassle of requesting your broker to restore your trading limit into your iOCBC Cash trading account.

Instant Limit recycling is only available for trades executed in the SGX Ready market; trades executed in the Unit-Share and Buy-In markets are excluded. 

Kindly refer to the table below for more details:

Yes, you can enjoy instant limit recycling in your iOCBC Cash trading account so long there is a matching buy trade for the same shares under the same trading account.

No, there is no restriction. Customers’ trading limits will be instantly recycled in his iOCBC account so long there is a matching buy and sell trades in the same trading account.

Amount of trading limits recycled in your iOCBC cash trading account during intra-day depends on the selling price of your sell trades, whether it constitutes a gain or loss. Please refer to the illustrations below for more details.

Illustration 1a: Intra-day matching buy and sell with contra gain

Buy 1,000 ABC shares at S$1.00

Sell 1,000 ABC shares at S$1.50 (contra gain of S$500*)

*Explanatory Note: The contra gain of S$500 will not be reinstated to the customer’s buy limit.

Illustration 1b: Intra-day matching buy and sell with contra loss

Buy 1,000 ABC shares at S$1.00

Sell 1,000 ABC shares at S$0.40 (contra loss of S$600)

**Explanatory Notes:

(i) When customer sells 1,000 ABC shares at S$0.40, he incurs a contra loss of S$600. Henceforth, only S$400 is being recycled at the buy side in his iOCBC cash trading account. He will not be able to get back his full buy limit of S$1,000.

(ii) However, on Trade Date + 1, customer’s trading limit will be restored in full (i.e. Available Buy Limit: S$5,000, Available Sell Limit : S$10,000) after system net off his buy and sell of 1,000 ABC shares

Illustration 2: Inter and Intra-day multiple buy orders and sell with contra loss

Item (a):

Approved buy limit: S$10,000^a

Approved sell limit: S$20,000 ^a

Explanatory Notes:

Buy Limit

-When customer sells 7,000 shares at S$0.30, he incurs a contra loss of S$1,400¹ (i.e. based on an average buy price of S$0.50)

-The contra loss of S$1,400¹ will be marked down against the recycled buy limit during intra-day. Henceforth, only S$2,100³ is recycled to the buy limit based on the selling price of S$0.30 for 7,000 shares.

-Available buy limit will only be S$7,100 (i.e. S$5,000²+ S$2,100³)

Sell Limit

-Recycled sell limit recycled will be S$2,100⁵ based on the selling price of S$0.30 for 7,000 shares

-Available sell limit will be re-instated to S$20,000

You will be charged lower commission if you trade online vs. trading through your broker. Commission and Charges for SGX and Bursa Malaysia are as follow:

a)       Commission & Fees for SGX  

b)       Commission & Fees for Bursa Malaysia

c)       For other Exchanges, kindly contact us for more details

For other charges and fees relating to your cash trading account, kindly contact us for more details.

Most stocks are quoted in ‘number of shares’. However, stocks quoted on the Stock Exchange of Thailand and all the mining and oil stocks in Philippines Stock Exchange are quoted in ‘ number of lot’. For instance, Dizon Copper, Vulcan Inds etc. 

Please call us at 1800-338 8688 or (65) 6338 8688 if you need any further clarification.

Note:

Buy bids are limited up to 10 bids below the last done price

Sell bids are limited up to 10 bids above the last done price

Price > 10 bids away from the last done price will be rejected unless you select the ‘force order’ option.

Force key is granted to client at the sole discretion by the Company & Trading Representative. Client will be baring the risk of keying in undesirable price by mistake.

Note:

All ETFs Buy/Sell bids are limited up to 30 bids below/above last done price respectively.

*All existing ETFs except ABF Singapore Bond Index ETF (“ABF Bond ETF”)

**ABF Bond ETF

For more information on the minimum bid/offer sizes for trading in SGX, please click here

You can place orders during trading hours and after trading hours for the various Exchanges. However, orders placed after trading hours will be for the next trading day.

You can amend / withdraw your order provided that the order is not filled. If the order is partially filled, you can only make amendment / withdrawal on those unfilled quantity.

Please note that amendment is only for reduction of the quantity and you cannot amend the other parameters like price and payment mode.

To check the latest status of your order, please click on the "Refresh" button.

·          If your amendment request is successful, your order status will be updated to "AC" (ie: reduced order accepted)

·          If your withdrawal request is successful, your order status will be updated to "C” (ie: cancelled order accepted).

You are required to check under "Qty" & "Qty Done" column to ensure that you have executed the correct quantity.

You can check the status of the order under the ‘Status’ column in the ‘Order of the Day’ panel. To check your previous days orders, kindly click on "Order History".

Your submitted orders will be shown along with any of the following status:

You can choose to receive trade confirmation via mobile phone or e-mail. Simply select "Account Mgmt" menu and next select ‘Alert Setting’.

Do note that the Alerts are provided on an "as is", "as available" basis only and that no warranties are provided as to the availability or timeliness of such Alerts. You are requested to check the status of your orders via iOCBC website each time you have submitted your orders.

In addition, Central Depository Pte Ltd (CDP) will send you a contract note to your mailing address (as registered with CDP) on the next market day.

Orders that are not fulfilled will expire automatically at end of the day. If you wish to place the same trade order for the next market day, you are required to re-submit accordingly.

If you entered incorrectly the following prices:

a) Price (Buyer) is greater than SELLER price

b) Price (Seller) is lesser than BUYER price

If you have entered a higher “buy” price than the “seller” price, your order will be matched accordingly at the seller's price, vice versa.

We advise you to take note of this and carefully check your online order submission in light of these changes.

You can contact your Trading Representative to assist your order submission. For trouble- shooting on your computer, please call us at 1800-3388688 or (65) 63388688.

If you have selected payment mode as "Cash" for your sell orders and at the same time, there is a corresponding outstanding buy contract, iOCBC will auto-contra against your outstanding buy contract regardless of quantity, on a “first-in-first-out” basis.The setoff will be effected in the settlement currency of the buy contract.

If you do not wish to contra, please inform your Trading Representative, latest by the next market day (before 9.30am).

Note:
1. 'Contra/Setoff' will be applied on trades in foreign securities exchanges. For securities transacted in the Indonesia Stock Exchange, Philippines Stock Exchange and Stock Exchange of Thailand, 'Contra/Setoff' will only apply to intra-day trades of the same securities (ie. Buy and Sell on the same trade date).
2. ‘Contra’ is NOT allowed for CPF/SRS transactions. Please refer to "CPF"/”SRS” trading at iOCBC

The amalgamation option allows you to combine your orders based on your average traded price.  Instead of incurring a minimum brokerage charge for each order, you can now save on your brokerage fee by combining all your trades.

The following conditions apply when using amalgamation option:

a.       You must have indicated “YES” for amalgamation on ALL contracts

b.       The amalgamated trades must be of the same trading day

c.       The amalgamated trades must be of the same stock

d.       The amalgamated trades must be of the same settlement currency

e.       The amalgamated trades must be of the same action

           (eg : buy action amalgamates with another buy action)

f.         The amalgamated trades must be the same payment mode

Under normal circumstances, your order will be rejected by the SGX trading system if the order price is more than 20 bids away from the last done price.

"Force Order" is a function that enables you to ‘force’ your order through and put your order on the queue.

Although Force Order allows you to submit order not within the normal price range, you are baring the risk of keying in undesirable price by mistake. Force key is granted to client at the sole discretion of your Trading Representative. We advise you to exercise caution when you submit order with force key.

Note: 
Force order is not allowed for foreign markets. Force order should not be used when the trade not likely to be matched.

For SGX trading, you can sell shares through iOCBC provided that they are held as ‘Free Balance’ in your CDP Securities Account.  If you are unsure of your shares balances, you may visit CDP personally to request for a copy of your latest Statement of Shareholdings or login to CDP Internet Access. Please call CDP at (65) 6535 7511 or click on www.cdp.com.sg  for more information on CDP internet access.

For  Bursa Malaysia or foreign markets, you will need to ensure that your shares are deposited in OCBC Securities Nominees account.  Otherwise, please ensure that transfer of the foreign shares is arranged to facilitate your sales of shares through OCBC Securities.

NOTE:
To avoid any failed trades, investors are strongly encouraged to buy and sell through the same brokerage company and under the same Trading Account number. Investor who buy shares through Broker at Company A and immediately sell the shares through Broker at Company B, he must make advance payment to Company A on T + 1 before 8.00pm via EPS or Bill Payment so that the shares can be settled in time for delivery on Trade Date + 3 market day (before 12 noon).

No. You have to contact your Trading Representative to sell such shares.

Note: SingTel Group A shares are offered by the Government on 1 December 1993 at S$1.90 SingTel 2 shares are offered by the Government on 9 August 1996 at S$2.50

For Singapore and Malaysia markets, buy positions have to be paid or sold off (contra) latest by the due date, failing which the company shall at its discretion force sell the unpaid purchases.  You should not sell any unpaid purchases after the due date. If you are selling of your outstanding purchases after the due date results in a short position that is bought in by stock exchange authorities, any losses arising will be debited to your account.

Various payment modes available are as follows:

Note :
(a)  For your trading convenience, we strongly encourage you to arrange for Electronic Payment for Shares or GIRO with OCBC Bank

(b) To avoid any failed trades, investors are strongly encouraged to buy and sell through the same brokerage company and under the same Trading Account number.

(c) * Investor who buy shares through Broker at Company A and immediately sell the shares through Broker at Company B, he must make advance payment to Company A on T + 1 before 8.00pm via EPS or Bill Payment so that the shares can be settled in time for delivery on Trade Date + 3 market day (before 12 noon).

We do not accept post dated cheques as payment. Please ensure that your cheque bears a valid current date.

Post-dated cheques may result in a bounced cheque if it is presented to the clearing bank before the stipulated date.

Note: For cashier's orders, an administrative fee is generally applicable by the issuing bank.

OCBC Interbank GIRO
Money will be credited to your bank account on Due Date + 1 market day (after 5pm)

Electronic Payment for Shares (EPS)
Money will be credited to your bank account on Due Date + 1 market day (in late afternoon). If there are no outstanding contra losses/fees, money will be credited into your bank account on Due Date (in late afternoon).

Cheque
The cheque will be mailed to you on Due Date

If you sell securities that you do not own, it will result in a buy-in by SGX or other foreign exchange authorities on Due Date + 1 market day.

For instance, minimum 2 bid penalty on previous day closing price, current last transacted or current bid price whichever is higher for SGX and 10 bids penalty above the market price for Malaysia market.

You can click on the ‘Account Mgmt’ menu and next select "Personalise" to view the list of allowed settlement currencies.  In general, all trades are settled in the traded currency. However, you can choose to set your preferred settlement currencies for your buy and sell trade for each market by clicking the currency code except for those restricted by the exchange controls.

In addition, you can also change the actual settlement currency for each order in buy/sell screen prior to submitting the order through the Internet.   

After you have login, select "Trades" menu and next select "FX Rate" to view the indicative FX rate. If you have chosen to settle your trades in one of the currencies listed in Board Rates, the rates will be applied in accordance to the timing of the fulfilled trades.

However, in the event where no exchange rate is found in the Board Rates, the exchange rates will be quoted to you only against the fulfilled order in the ‘Today's Order’ after the rates are fixed.  

Yes, you can. Please take note of the following important conditions when using CPF funds to invest:

Ø       CPF is not applicable for Share Financing Account / Share Borrowing Account.

Ø       Kindly ensure that you have furnished us with your CPF Investment Account number prior to trading.

Ø       You must select payment mode as "CPF" for all Buy / Sell orders.

The “C” indicator at iOCBC Website denotes its CPF approved stock. Alternatively, you may check via SGX website for the full list of CPF approved stock. Click on View All CPF Investment Scheme.

Yes, you can. Please take note of the following important conditions when using CPF funds to invest:

Ø       CPF is not applicable for Share Financing Account / Share Borrowing Account.

Ø       Kindly ensure that you have furnished us with your CPF Investment Account number prior to trading.

Ø       You must select payment mode as "CPF" for all Buy / Sell orders.

Ø       CPF Agent Bank did not receive standing instruction form.

Client will be responsible for those revoked CPF trades due to whatever reason as furnished by their CPF agent bank. All revoked CPF (including partial revoke) trades will be changed to "cash" settlement and subject to the normal settlement rules of “Trade Date +3 market days"

You will need to select payment mode as ‘Cash’ for your sell trades and ensure that you enter the correct quantity.

Ø       Kindly note that only full revocation of CPF trade to cash trade will be automatically reflected on your Current Portfolio.

Ø       For partial revocation of “CPF” trade to “Cash” trade, you are requested to adjust it manually.

Step 1 : On your Current Portfolio, kindly click on to “Details” and remove the CPF contract

               Step 2 : Select "Add Contracts" and add in the 2 contracts for “CPF” trade and “Cash” trade separately

              You may also refer to our user guide for instructions to adjust your current portfolio.        

If you have executed a "CPF" order by mistake or you wish to change to "cash” order, you must inform your Trading Representative by phone within the same day (before 5.00pm) for any amendment

Kindly ensure that you have entered the correct quantity of shares for sales of stock held in your CPF Investment Account.

The CPF trade will be revoked to ‘Cash’ trade. If you do not have existing shares in the free balance of your CDP account on due date, SGX will regard the sale transaction as a short-sell and will conduct a buying-in on Due Date (between 3pm - 5pm).

For more information, kindly contact your Trading Representative.

All CPF trades will be settled in SGD.

If you are buying / selling "SPDR GOLD SHARES" (traded in USD), the settlement currency will always be SGD.

Do remember to select the settlement currency as SGD each time when you submit order online. If you are placing the trade through your dealer, you are requested to inform the dealer on the settlement currency as "SGD" each time.

"Contra" is not allowed for CPF trades (ie : you are not allowed to buy and sell the same stock on the same day unless you have sufficient shares in your CPF account to deliver for your sell order).

If you intend to use your sales proceeds to settle your new purchases, you can only purchase the stock one day after you have sold the stock.

If you are entitled to "rights" in your CPF Investment Account and wish to sell off the rights entitlement, please take note of the following:

      (i) Select "Cash" mode for your sell order.

      (ii) Ensure that you have furnished us with your CPF Investment Account Number

      (iii) Contact your Trading Representative immediately via phone on the Trade Date for amendment to "CPF" once your order is fulfilled. 

For sales contracts, we will pay the sales proceeds to your CPF custodian bank on the due date via telegraphic transfer mode.

You may check with your CPF custodian bank directly on your available fund.

Your sales proceeds will be credited into your CPF Investment Account with your agent bank. Your agent bank will transfer the cash balance held in your CPF Investment Account to your CPF Ordinary Account at end of the month if your Investment Account has been inactive for 2 consecutive months.

If you have been unsuccessful in an IPO application, your agent bank will transfer the unused CPF for the IPO application to your Ordinary Account at the end of the month.

You may also transfer the cash balance in your CPF Investment Account to your Ordinary Account at any time using your agent bank's facilities (e.g. ATMs or phone-banking facilities) or over the counter at the bank.

With effect from 1 April 2008, you will not be able to invest the first $20,000 in your Ordinary Account and first $30,000 in your Special Account. Kindly click here for more details

.

You can find more information on the MOF website. You need to open a SRS account  in order to trade in SGX market using your SRS fund.

SRS trades is only applicable for your cash trading account and SRS is not applicable for Share Financing Account and Share Borrowing Account.

a) You have to ensure that you have furnished us with your SRS account number prior to trading.

b) You must select “SRS” mode for both buy and sell orders.

c) Payment mode selected must be in SGD. If you are buying / selling "SPDR GOLD SHARES" (traded in USD) or ETFs (traded in USD) , the settlement currency have to be in SGD.

If you have selected the settlement currency as USD by mistake, you must inform your Trading Representative immediately via phone to amend settlement currency to SGD.

You must contact your Trading Representative immediately via phone on the Trade Date for amendment to SRS once your order is fulfilled.

a) Kindly note that any amendment request* made on Trade Date + 1 market day (before 10am) will be subjected to the SRS agent bank's approval and their processing fees :

*Note:

The SRS agent banks reserve their rights to reject any SRS amendment request. Trades will be settled via Cash settlement for unsuccessul requests and subjected to the normal settlement rules of “Trade Date +3 market days"

b) No amendment for SRS trade is allowed after Trade Date + 1 market day.

No contra is allowed for SRS trade.

You can use your SRS funds for rights subscription provided that you have sufficient SRS fund and has not reached your SRS contribution cap if you are going to top-up your SRS account. Kindly contact your SRS agent bank directly for more information.

Kindly ensure that there are sufficient funds in your SRS account for your purchases. In the event you have insufficient funds in your SRS account, your SRS trades will be revoked to ‘Cash’ settlement and subject to the normal settlement rules of  “Trade Date + 3 market days”

.

iOCBC Portfolio is only an indicative representation of your SRS portfolio. It is not advisable to sell your shares based on the quantity reflected at iOCBC portfolio page. Please verify against your SRS Statements for your actual holdings prior to sales.

Client can select SRS settlement mode on iOCBC with effect 4 September 2009.

SRS purchases / sales made before 4 Sept 2009 will remain displayed under 'Cash' section in iOCBC Current Portfolio. Please note that iOCBC will not make any adjustment to your Current Portfolio.

To avoid any trading error in quantity, you are strongly encouraged to adjust your SRS trades in the "Cash" section to reflect as "SRS" immediately.

Kindly refer to the step by step guide  to adjust your SRS portfolio.

For adjustment purpose, you may like to refer to your SRS statement for your actual shareholdings in the SRS account.

Purchases / Sales of stocks in SRS account from 4 Sept 2009 onwards
Your new SRS purchases / sales from 4 Sept 2009 onwards will be reflected under “SRS” section in iOCBC Current Portfolio page.
Hence, the sale quantity will not be deducted against your earlier SRS purchase shown in “Cash” section of the portfolio.

Yes. The iOCBC system is designed based on the latest security standard - Secure Socket Layer (SSL) to ensure all sensitive information e.g., password and order placement are protected.

However, all customers should also play a part to ensure:

a. Password is safely kept
b. Do not leave session unattended
c. Remember to log out before leaving your PC
d. Changing of password periodically

As an added security measure, our system will logoff your account if your online trading session has been left unattended for more than 4 hours.

Avoid simple passwords that are commonly used such as NRIC numbers and birth dates. Use a password that is alphanumeric and avoid sequential numbers e.g. 123456, abcdefg, qwerty. Change password regularly or when you suspect that your password has been discovered or used by others.

Note: iOCBC will never request for clients to disclose their passwords under any circumstances.
 

You must change your Login ID and Password immediately. Alternatively, please contact us at 1800 338 8688 or 65 - 6338 8688 for assistance.

1. Log out before closing the browser
2. Ensure you have the latest browser version 
3. Clear your cache after each session 
4. Avoid sharing or using shared / public computers
5. Ensure adequate security if on a wireless network
6. Check your account regularly  
7. Regularly update your contact details
8. Protect your computer against malicious viruses
9. AutoComplete Disabled

To update your latest email and contact numbers with OCBC Securities, kindly email to us at iocbc_enquiry@ocbcsec.com with the following details:

i)   Full Name
ii)  Trading Account Numer
iii)  New email address
iv)  Contact numbers

To update your personal particulars such as *Name, Address, *NRIC/Passport No., *Nationality and/or *PR Status, etc), please download and complete the Updating Form. After completion, kindly mail the original form back to us, together with the supporting documents.  

We are unable to accept fax or email request.

CDP will only effect your request after it has satisfied that:

a)       signature matches with CDP’s record;

b)       the update request form and the supporting documents are in proper order;

c)       *certified true copy of the supporting documents (by Advocates & Solictors/Notary Public/Singapore Embassy/Justice of Peace) if update of particulars has been sent by post

d)       *The change of such particulars will also be updated in all your approved trading accounts that are linked to your CDP securities account.

Alternatively, you may logon to CDP Internet Access to update your Address and Contact details.

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The custodian fees for foreign securities are as follows: