OCBC Alternative Investments Specialists

Through good times and bad, we’re committed to your investments.

OCBC Alternative Investments Specialists provide investors with a wide menu of alternative trading solutions to diversify one’s portfolio. Our team of experts has a proven process in selecting structured products, providing rationales to our customers to help them make informed decisions and identifying the right solutions to meet their investment needs. Our Alternative Investment Specialists work with global investment banks such as Deutsche Bank, Morgan Stanley, BNP Paribas and Merrill Lynch. And we constantly keep you updated on market developments as part of our commitment to monitoring your investments from start to finish.

Our Alternative Investment Solutions:

Retails Notes

Investors with a starting capital as low as S$5000 may consider retail notes. The product serves as a lower entry fixed income alternative to products such as bonds while allowing investors to gain exposure to commodities, credits or equities. With retail notes, investors with a lower starting capital can still earn enhanced yields while diversifying their investment portfolios as at the same time.

Equity-Linked Notes ("ELN") / Equity-Linked Instruments ("ELI")

Equity-linked notes/Equity-linked instruments are innovative structured products that offer a fixed return based on the performance of the underlying share within a fixed tenor. The product allows investors to customise them according to his or her risk appetite, and to potentially earn attractive returns of 10% - 14% p.a.* over a short investment tenor of just 30-40 days.

SGX listed products:

Products such as warrants and Exchange Traded Funds (ETFs) are traded on The Singapore Exchange. To help our customers make better investment choices, we hold regular seminars on these individual products in order to equip them with the right knowledge and tools.

Warrants

Warrants are another alternative investment available that allow investors to gain exposure to the underlying security without actually owning it. Investors who have a view on the movement of the underlying security can buy a warrant, which cost a fraction of the price of the underlying share. Hence, warrants offer leverage by limiting the cost to price of warrant paid while offering unlimited directional exposure to the underlying share. What’s more, warrants can also be used as a hedging tool, or to extract cash from equity exposure.

Exchange-Traded Funds ("ETFs")

Exchange-traded funds (ETFs) are passively-managed index funds that offer investors instant access to a diversified portfolio of securities representing the index but at a low cost or entry minimum. The types of indices ETFs can track and trade on The Singapore Exchange include a particular stock market, asset class, commodity or sector. With ETFs, investors enjoy greater transparency and the ability to enjoy exposure and diversification at relatively low transaction costs and without the need to buy into single stocks.

Take advantage of our dedicated team’s expertise and let our Alternative Investments Specialists help you diversify, enhance and grow your portfolio today.

Extended Settlement ("ES")

Newly launched on 20 February 2009, Extended Settlement (ES) Contracts are now available for trading at OCBC Securities! A new product class tradable on the SGX Securities Trading (SGX-ST) market, it allows investors to buy or sell an underlying stock listed on SGX at the transacted price on the day of the purchase or sale, for final settlement at a specified future date.

Investors will have to put up an initial margin to trade ES contracts, which will be marked to market. ES contracts provide investors with an exchange-listed and -traded alternative to unregulated over-the-counter trades. Trading of ES Contracts is now available online. For more details on trading ES with OCBC Securities, please view the following :

a) Frequently Ask Questions : Extended Settlement Contracts
b) iOCBC User Guide  
c) Section G : Terms and Conditions Governing Extended Settlement Contracts

For more information, you can

        a) Contact your Trading Representative

        b) Call our Customer Service Officer at 1800 338 8688

        c) Visit http://www.sgx.com/es                                                                                             

                                                         Click to download Brochure

* These figures are based on ELI’s issues in 2005 and 2006

Important Notes

OCBC Securities Private Limited ("OSPL") operates as an "execution-only" broker. Accordingly, OSPL does not provide advice/recommendation on whether the trading of securities and/or a particular investment product is suitable for its clients. In addition, this material does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Without prejudice to the generality of the foregoing, please seek advice from a financial adviser regarding the suitability of any investment product taking into account your specific investment objectives, financial situation or particular needs before you make a commitment to purchase the investment product. In the event that you choose not to seek advice from a financial adviser, you should consider carefully whether the product in question is suitable for you. The proposed transaction herein (if any) is subject to the final expression of the terms set forth in the definitive agreement(s) and/or confirmation(s).This does not constitute an offer or solicitation to buy or sell or subscribe for any security or financial instrument or to enter into a transaction or to participate in any particular trading or investment strategy.